Group Plans

Group Plans are employer sponsored programs to help employees invest and save for a variety of objectives.

The Group Plan market

The Group Plan market is rapidly growing, as more and more companies are finding that having a quality Group Plan provides several benefits. For employers a Group Plan can:

  • attract and retain qualified employees
  • increase productivity
  • increase morale, work satisfaction and loyalty

The role of an advisor

Having an advisor involved in a company’s Group Plan provides several benefits to plan members including:

  • Advice: ensures that all members receive suitable guidance when investing their savings.
  • Communication: available to answer questions about members’ personal investments, account statements and any financial matter that concerns them.
  • Education: a valuable resource to help educate plan sponsors on the various Group Plan options available and the benefits associated with each.

Mackenzie Investments Group Plans

For over 25 years, Mackenzie Investments has specialized in providing Group Plans in partnership with financial advisors. We offer:

  • respected investment management
  • superior record-keeping
  • commitment to the independent advisor network
  • a dedicated Group Plan sales and support team

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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.

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This should not be construed as legal, tax or accounting advice.  This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique.  We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate.  There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise.  We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document.  Please consult your own legal and tax advisor.