Skip to content

Please note that the CE Search tool is currently unavailable during scheduled maintenance and is expected to be back online December 11, 2018 9:00 am (EST). We apologize for any inconvenience this may cause.

Please note that we are currently investigating an issue with the Activity Start Date functionality and will have it resolved soon. We apologize for any inconvenience this may cause.

FPSC-Approved CE Search Tool

CE Search Results

Filter

  • Recently Added
Please select this option to search for activities added within the last 60 days.

  • N/A
    4.5 Credits
    Toronto

    Mini Due Diligence - Nov 2016

    Mackenzie Investments

    An interactive session with Mackenzie's Investment Management and Tax & Estate teams at Mackenzie's head office. The presentations included Phil Taller, Paul Musson, Ome Saidi, Dina DeGeer & David ...

  • N/A
    1 Credits
    Various Locations

    Saving for a Secure Future: Mackenzie Investments Registered Disability Savings Plan

    Mackenzie Investments

    To educate the advisors the facts of Registered Disability Savings Plan, and how their clients can use the Plan.

  • N/A
    1 Credits
    Various Locations

    Estate and Incapacity Planning

    Mackenzie Investments

    This seminar was an in-person presentation covering the following content: 1. Taxes at Death 2. Intestacy 3. Tools for Estate Planning (Will, Trusts, Joint Tenancy, Beneficiary Designation) 4. ...

  • N/A
    1.5 Credits
    Toronto

    Intergenerational Estate Planning: Steps, Tools & Strategy

    Mackenzie Investments

    This presentation will provide tools and best practices that will assist families with the difficult issue of transitioning wealth to the second generation. ...

  • N/A
    1.5 Credits
    Ongoing Activity

    Limitless Prospects

    Mackenzie Investments

    This presentation reviews asking for referrals to build business and addresses the obstacles that arise in the process.

  • N/A
    1 Credits
    Various Locations

    Mackenzie Diversified Alternatives Fund: Diversified Sources of Alpha & Risk Control (Webinar)

    Mackenzie Investments

    The presentation describes augmenting a traditional 60/40 balanced portfolio with alternative investments to create greater return efficiency. It goes on to describe the Mackenzie Diversified ...

  • N/A
    1 Credits
    Ongoing Activity

    2017 Federal Budget Webcast

    Mackenzie Investments

    Frank Di Pietro, Curtis Davis, Todd Mattina and Carol Bezaire discuss the most recent updates from the 2017 Federal Budget and provide an overview on the potential impacts and changes made. ...

  • N/A
    1 Credits
    Various Locations

    Mackenzie Ivy: Carefully Growing Capital Through Market Cycles

    Mackenzie Investments

    The presentation provides an overview of the Mackenzie Ivy Team, their process, philosophy and investment objectives. It goes into detail about the Ivy Foreign Equity fund and a breakdown of the ...

  • N/A
    1 Credits
    Various Locations

    Mackenzie Investments: Ivy Global Balanced Fund

    Mackenzie Investments

    The presentation describes the Ivy Global Balanced objectives, strategies and the underlying portfolio managers. It details the specific components of the portfolio and breakdowns the performance. ...

  • N/A
    1 Credits
    Various Locations

    Mackenzie Canadian Growth Fund: Sustainable Growth Investing

    Mackenzie Investments

    The presentation discuss the composition of the team, investment philosophy and investment process of the Canadian Growth Team. It provides a detailed breakdown of the Mackenzie Canadian Growth Fund ...

  • N/A
    2.5 Credits
    Montreal

    2017 Mackenzie Investments Due Diligence Day 1 - Morning

    Mackenzie Investments

    The participants were given deeper understandings on the current trends and received updates to the respective funds of each professional, and also given outlines to the process and philosophies of ...

  • N/A
    2.5 Credits
    Montreal

    Mackenzie Investment Due Diligence Day 1 - Afternoon

    Mackenzie Investments

    The participant will have gained updates regarding the trends of their respective funds, while also gaining a deeper understanding of diversified alternatives, and processes & philosophies behind ...

  • N/A
    3 Credits
    Montreal

    Mackenzie Investments Due Diligence Day 2

    Mackenzie Investments

    At the end of the training activity, the participant will have gained updates regarding global trends , gained deeper insight into investing for the long run, and fixed income investments, whilst also ...

  • N/A
    1 Credits
    Various

    2017 Federal Budget Analysis and RDSP Update

    Mackenzie Investments

    2017 Federal Budget: 1. Measure For Investors 2. Personal Tax Measures 3. Donor Tax Measures 4. Business Tax Measures

  • N/A
    2.25 Credits
    Various

    2017 Mackenzie Investments Due Diligence (AM)

    Mackenzie Investments

    The Mackenzie one day Due Diligence conference covered a variety of material including: 1. Fixed Income Investing - Listed Securities & Mutual Funds 2. TOBAM Investing 3. Mackenzie ETFs ...

Showing 1 - 15 of 85 total records