Client Materials

Resources that keep your clients on track towards their long-term financial goals

Investing Fundamentals

Insight PDf

Investing 101

Our investor friendly guide includes an overview of investment options, retirement planning, tips for saving and budgeting.

Tax & Estate Planning

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Insight PDf

2024 Tax Facts

A breakdown of combined federal and provincial marginal rates, by province for the tax year 2024.

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Guide PDf

Charitable Giving Investor Guide

Show your clients how they can easily give to the causes they care about through their estate.

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Guide PDf

Year-end tax strategies

Year-end tax strategies for you to consider.

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Guide PDf

RDSP Investors Guide

This brochure explains the main features of the RDSP and provides examples to illustrate how they can best be used.

Retirement

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Infographic PDf

The new retirement reality

Share our new infographic that helps illustrate a new approach for retirement planning.

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Insight PDf

How the sequence of returns can impact your retirement savings

See some scenarios that help illustrate the risk of running out of savings during retirement.

 

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Brochure PDf

Mackenzie Monthly Income Portfolios

See how our Monthly Income Portfolios can help address the challenges Canadians are facing in retirement.

 

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.