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  • N/A
    1 Credits
    Ongoing Activity

    Intergenerational Business Transfers

    Mackenzie Investments

    Educate the advisors - an update and trend of small & medium sized business in Quebec, and the impacts of these trends on financial advisors - methods and tools of planning of business transfers, ...

  • N/A
    1 Credits
    Toronto

    Mackenzie Monthly Income Portfolios: Outcome-Oriented Investing

    Mackenzie Investments

    Senior Investment Director, Asset Allocation Allan Seychuck delivered a webinar detailing Mackenzie Investments' Monthly Income Portfolios, outlining the funds' multi-asset structure and risk ...

  • N/A
    0.75 Credits
    Toronto

    Asset Allocation, Macroeconomic Themes: Todd Mattina

    Mackenzie Investments

    Chief Economist and Strategist Todd Mattina, Ph. D., sheds light on current macroeconomic trends, including the current low rate, low inflation and low growth environment. Mattina shares his views on ...

  • N/A
    1 Credits
    Toronto

    Mackenzie Canadian Growth Team: Sustainable Growth Investing

    Mackenzie Investments

    Dina DeGeer and David Arpin discuss the philosophy behind the Mackenzie Canadian Growth and Mackenzie Canadian Balanced Growth funds, and outline the equity selection and asset allocation strategies ...

  • N/A
    1 Credits
    Toronto

    Mackenzie Investments: Active Fixed Income ETFs

    Mackenzie Investments

    Steve Locke and Neil Marsh explain Mackenzie's new Fixed Income ETF offerings, detailing the guiding principles of each of the four new products and how they fit into the current Canadian ETF ...

  • N/A
    0.75 Credits
    Toronto

    Mackenzie US Mid Cap Growth Class

    Mackenzie Investments

    Phil Taller, VP of Investment Management, discusses some of the emerging secular growth themes in today's US economy across a variety of industries, and uses this trend identification process to aid ...

  • N/A
    0.75 Credits
    Toronto

    Mackenzie Ivy: Carefully Growing Capital Through Market Cycles

    Mackenzie Investments

    Mackenzie Ivy Team Lead Paul Musson explains the objectives, mandates and philosophies behind the Mackenzie Ivy family of funds, and offers insight into the current macroeconomic situation and how it ...

  • N/A
    1 Credits
    Toronto

    Canada's High Net Worth Market

    Mackenzie Investments

    Paul Allan discusses the current state of Canada's High Net Worth market and details the Mackenzie Private Wealth Counsel, which is a boutique high net worth wealth management platform for independent ...

  • N/A
    1 Credits
    Toronto

    Planning for People with Disabilities

    Mackenzie Investments

    Frank Di Pietro and Jackie Power provide strategic insights into deriving the most value from provincial disability benefit plans, and highlight ways for individuals with disabilities to plan for ...

  • N/A
    2.5 Credits
    Toronto

    Mackenzie 2016 May Washington Due Diligence (Ontario) Day 1 Morning

    Mackenzie Investments

    Mackenzie's 2016 Washington Due Diligence Day 1 (Morning) session included the following presentations: - Global Economic Overview (Todd Mattina) - Global Equity Panel (Darren McKiernan, Paul ...

  • N/A
    1.5 Credits
    Toronto

    Mackenzie 2016 May Washington Due Diligence (Ontario) Day 1 Afternoon

    Mackenzie Investments

    Mackenzie's 2016 Washington Due Diligence Day 1 (Afternoon) session included the following presentations: - Non-Traditional Strategies Panel (Kristi Ashcroft, Jyotsana Wadera-Sandhu, Matthew ...

  • N/A
    4 Credits
    Toronto

    Mackenzie 2016 May Washington Due Diligence (Ontario) Day 2 Morning

    Mackenzie Investments

    Mackenzie's 2016 Washington Due Diligence Day 2 (Morning) session included the following presentations: - Managing the Changing Regulatory Environment (Rhonda Goldberg) - 2016 Federal Budget: What ...

  • N/A
    0.75 Credits
    Toronto

    Symmetry Portfolios - World Class Institutional Pension Discipline

    Mackenzie Investments

    Alain Bergeron, Head of Asset Allocation and Alternatives, discusses the pension-like approach taken to construct the Mackenzie Symmetry Portfolios, and how to best position a portfolio in today's ...

  • N/A
    1.5 Credits
    Toronto

    Mackenzie Investments Edward Jones Leadership Conference Day 1

    Mackenzie Investments

    Mackenzie's 2016 Edward Jones Leadership Conference (Day 1) included the following presentations: - Ivy Presentation & Leadership Discussion (Paul Musson, Graham Meagher) - Symmetry Presentation & ...

  • N/A
    3 Credits
    Toronto

    Mackenzie Investments Edward Jones Leadership Conference Day 2

    Mackenzie Investments

    Mackenzie's 2016 Edward Jones Leadership Conference (Day 2) included the following presentations: - Canadian Growth & Leadership Discussion (Dina DeGeer) - US Mid Cap Growth & Leadership Discussion ...

Showing 1 - 15 of 113 total records