Investor Education

Take an active role in planning for your financial future. Mackenzie offers a range of education literature to provide information on a wide range of investing and financial planning topics.

Estate Planning

Estate planning lets you determine how your assets will be managed and distributed among your beneficiaries.

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Applications & Forms

Use the applications and forms below to open new Mackenzie Investments accounts, transfer assets from other institutions and other tasks.

 

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.