Mackenzie Dealer Relations

Supporting dealers with our latest insights, education and communications

Featured Content

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Dealer Relations spring 2022 newsletter

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Insight

Death of a sales option

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Steps to open a Charitable Giving Account with Mackenzie Investments

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Giving back and creating an impact through financial planning

Advisor Education

Your administrative guide to the Mackenzie Charitable Giving Program

The Mackenzie Charitable Giving Program

The Mackenzie Charitable Giving Program makes giving simple, convenient and powerful, helping investors give back, make grants to charities and grow their impact, now and in the future.

Here’s how it works

Receive all the benefits of a private foundation, without the cost, time commitment and administrative hassle.

Benefits of giving

A low-cost, tax-efficient, convenient and flexible way to make charitable donations and leave a lasting legacy.

Electronic Processing Agreement (EPA) Transaction Guide

Being EPA eligible minimizes processing times and reduces errors.

Expert Insights

2022 Outlook: Challenging, not insurmountable

2022 long-term capital markets outlook

The Role of automation in the investment funds industry

In our spring 2021 insight paper, we explore the role of automation in our industry and what may come next.

Is working from home working?

In our summer 2020 insight paper, we explore the challenges of working from home and ways to make it work.

Team Overview

Jackie Laser

VP, Dealer Relations & Operations
jlaser@mackenzieinvestments.com

Paul Boddaert

AVP, Business Enablement & Industry Relations
pboddaer@mackenzieinvestments.com

Anthony Gomes

Senior Manager
agomes@mackenzieinvestments.com

Dale James

Account Manager
djames@mackenzieinvestments.com

Guy Thierry Kalonji

Account Manager
gtkalonj@mackenzieinvestments.com

Joe Riccio

Account Manager
jriccio@mackenzieinvestments.com

Michael Salvani

Account Manager
msalvani@mackenzieinvestments.com

Prajnya Anauth

Account Manager
panauth@mackenzieinvestments.com

Garner MacFarlane

Account Manager
gamacfar@mackenzieinvestments.com

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.