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 3. Planning & Advisor Support
 4. Current: Mackenzie Private Wealth


MACKENZIE PRIVATE WEALTH

Elevated solutions with elevated support






ELEVATED PORTFOLIO EXPERTISE

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ELEVATED HIGH NET WORTH EXPERTISE

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ELEVATED SUPPORT

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TAKE YOUR CLIENT EXPERIENCE TO THE NEXT LEVEL

For over 20 years, Mackenzie Private Wealth has helped Canadian advisors take
their practice to new heights. We support advisors with unique, all-in-one
‘elevated’ high net worth portfolio construction and wealth management expertise
with truly exceptional service support.


MACKENZIE PRIVATE WEALTH GUIDEBOOK

Elevated solutions with elevated support.

Learn more


WHAT'S NEW


WOMEN AND WEALTH

Women make up half the market, but when it comes to their finances, they are
often overlooked. Research shows us that many believe the industry was designed
by men for men. Isn’t it time we stepped up?

Learn more


ENTREPRENEURS: AN OPPORTUNITY FOR ADVISORS

Entrepreneurs represent unique challenges for advisors. Why? They tend to have
an appetite for ‘extreme risk’. Find out what sets this group apart, and how to
take advantage of the opportunity.

Learn more


ELEVATED PORTFOLIO CONSTRUCTION

As a Mackenzie private wealth advisor, you’ll have access to a dedicated
portfolio manager, who is a member of the Mackenzie Multi-Asset Strategies team.
If you choose this option, we will help you build modern, diversified portfolios
tailored to your clients’ unique financial circumstances.


MEET OUR PORTFOLIO CONSTRUCTION TEAM

Get to know your Mackenzie Private Wealth Portfolio Managers & Multi-Asset
Strategies Team.

Read more



QUARTERLY COMMENTARY

Get an in-depth analysis, and review of the market and trends that affect your
business.

Read now


MONTHLY ECONOMIC UPDATE

Keep up to date with this month's market review and outlook.

Read now


ELEVATED HIGH NET WORTH WEALTH EXPERTISE

Mackenzie Private Wealth sets you apart from the competition, by ensuring you
and your clients are at the front of the line when it comes to getting
specialized Mackenzie portfolio construction and wealth management expertise.


OPEN, FLEXIBLE PORTFOLIOS

Mackenzie Private Wealth allows you to build and manage customized, consolidated
and tax efficient household client portfolios, with as little or as much support
from our investment and wealth management professionals, as desired. To
construct portfolios, simply select from our fully diversified investment
platform or contact us to learn more about Mackenzie Private Wealth Portfolio
Models.

Book a conversation


ELEVATED CLIENT CONVERSATIONS

At Mackenzie Private Wealth, we offer you and your clients best-in-class
Insights from leading industry experts. We teamed up with Investor Economics to
tackle meaningful industry topics.


OUR THOUGHT LEADERSHIP


 * High net worth investors in Canada
 * Women and wealth
 * Giving back: The generosity of high-net-worth Canadians
 * Entrepreneurs: an opportunity for advisors
 * Meeting the needs of young and old




PRACTICE MANAGEMENT

Take advantage of online practice management guidance, video-based tutorials
and, where qualified, business coaching with our practice management lead.


TAX AND ESTATE PLANNING

Our experienced team of tax and estate experts provide online thought
leadership, solutions to difficult tax challenges, and personalized Tax and
Estate Summary Reports for Mackenzie Private Wealth clients.


PHILANTHROPIC PLANNING

Guided by Mackenzie Investments’ philanthropy experts, Mackenzie Investments
Charitable Giving Fund is a unique and highly effective means for high-net-worth
investors to meet their long-term philanthropic goals.

Click here to learn more about high net worth investors in Canada


ELEVATED SUPPORT THROUGHOUT YOUR EXPERIENCE

Our account managers are the first point of contact for advisors. They are there
every step of the way, from prospecting to opening an account, rebalancing
portfolios, and providing ongoing service and support.


GLYN MORGAN


Senior Mackenzie Private Wealth Account Manager, AB/BC
Mackenzie Private Wealth

Glyn brings of wealth of experience and nearly 17 years of dedicated service to
Mackenzie.  He has a passion for helping advisors with their high-net-worth
investor service needs and increasing their clientele.  He also enjoys working
closely with Wholesaling team colleagues and their focused efforts on landing
and retaining business.




KELLY IP


Senior Account Manager at Mackenzie Private Wealth
Mackenzie Private Wealth

Kelly started with the MPW team April 2022, she is the newest member to the team
situated in Vancouver.

She has had a long career with Mackenzie starting in 2001. She has a broad range
of skills acquired throughout her career before embarking on her career with
Private Wealth.  Kelly has gained a variety of experience ranging from brokerage
back-office, retail sales, bilingual Asian client relations, inside wholesale,
and supervisory. With over 20 years of investing knowledge, Kelly truly loves
working with her team at Mackenzie to ensure valued advisors and clients in
Private Wealth are delivered the finest service.




RAMIRO CARDENAS


Senior Mackenzie Private Wealth Account Manager
Mackenzie Private Wealth


Ramiro joined the Private Wealth team in April 2023 and is based in Montreal.
With over 5 years of experience in different roles in Client Relations and
Dealer Relations, he has an extensive understanding of the Canadian mutual fund
industry and its environment, as well as a proven track record collaborating
with Investments Advisors. He is a member of the CAIA Association, Montreal
chapter, and is currently enrolled in the CFA program.




MIGUEL ARAMBARRI, CIM®


Senior Private Wealth Account Manager at Mackenzie Private Wealth
Mackenzie Private Wealth

Miguel joined the Mackenzie Private Wealth team in April 2024 and is based in
Toronto. Miguel brings over 5 years of wealth management experience. During his
tenure as an Investment Advisor with TD Private Wealth, Miguel successfully
built and managed a book of business. He brings an array of experience and
knowledge of the mutual fund industry, various other asset classes, and the
skillset for building a successful practice.




 * Expert Insights
   Insight
   
   
   WOMEN AND WEALTH WHITEPAPER
   
   Read more
   Insight
   
   
   ENTREPRENEURSHIP
   WHITEPAPER
   
   Read more
   Insight
   
   
   THE EMERGING CHALLENGE FOR ADVISORS TO THE HIGH-NET-WORTH
   
   Read more
   Insight
   
   
   THE GENEROSITY OF HIGH-NET-WORTH CANADIANS
   
   Read more
   Insight
   
   
   
   YOUR AFFLUENT CLIENTS DESERVE OUR BEST
   
   Read more
 * Advisor and Investor Guides
   Guide
   
   
   PRIVATE WEALTH ACCOUNT SETUP PROCESS
   
   Read more
   Guide
   
   
   MACKENZIE PRIVATE WEALTH GUIDEBOOK
   
   Read more
   PDf
   
   
   INVESTMENT PHILOSOPHY
   
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   PDf
   
   
   
   MACKENZIE PRIVATE WEALTH SELL SHEET
   
   Read more
 * Applications and Forms
   PDf
   
   
   
   PAS CLIENT AGREEMENT FORM
   
   Read more
   PDf
   
   
   
   OAS AMENDMENT TO AGREEMENT
   
   Read more
   PDf
   
   
   
   PAS AMENDMENT TO AGREEMENT
   
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   PDf
   
   
   
   OAS CLIENT AGREEMENT FORM
   
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   PDf
   
   
   INVESTOR PROFILE QUESTIONNAIRE
   
   Read more

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.

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.

 


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Mutual funds sponsored by Mackenzie Investments are only qualified for sale in
the provinces and territories of Canada. Please read a fund's prospectus and
speak to an advisor before investing.



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