Mackenzie Investments is creating an enhanced client experience by launching a program that addresses the ever-changing needs of investors.
The Mackenzie Private Wealth Program offers a continuum of value-added services designed for investors with more than US$100,000 to invest.
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It features pricing that is tiered to provide greater discounts as investment levels increase, plus a broad suite of investment choices and flexible series options to accommodate specific financial objectives and account structures.
Investors in the Mackenzie Private Wealth Program also benefit from enhanced reporting, customizable rebalancing to keep their portfolios on target, and tax and estate guidance to help preserve capital and promote effective long-term wealth planning.
Additionally, clients with US$500,000 or more in investable assets can gain access to Mackenzie Private Wealth Counsel (formerly Mackenzie Private Client Group). As investors progress along the wealth spectrum, their financial needs typically become more complex and sophisticated.
Complementing the ongoing guidance these investors receive from their financial advisor, Mackenzie Private Wealth Counsel’s team of professionals can provide support with benefits such as consolidated household portfolio construction and account management; personalized tax, estate and philanthropic planning; and specialized, comprehensive reporting.
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By GlobalDataBy taking advantage of the Mackenzie Private Wealth Program, investors have a convenient, practical way to help build, manage and protect their capital while working to achieve their long-term financial goals.
