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

  • 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 ...

  • N/A
    1 Credits
    Toronto

    Tax & Estate Planning Strategies: What's New for 2016

    Mackenzie Investments

    The Mackenzie Tax & Estate team discusses its strategic direction for 2016, including its offerings of testamentary trusts, disability trusts, and enhanced donation tax credits, among other retirement ...

  • N/A
    1 Credits
    Toronto

    Mackenzie Cundill Value Fund

    Mackenzie Investments

    Portfolio Managers Richard Wong and Jonathan Norwood discuss the Cundill value investment philosophy and provide insight to the portfolio construction processes of the Mackenzie Cundill Value fund. ...

  • N/A
    1 Credits
    Toronto

    Mackenzie Cundill Canadian Balanced Fund

    Mackenzie Investments

    Portfolio Managers Richard Wong and Jonathan Norwood discuss the Cundill value investment philosophy and provide insight to the portfolio construction processes of the Mackenzie Cundill Canadian ...

  • N/A
    1 Credits
    Toronto

    Mackenzie Cundill Canadian Security Fund

    Mackenzie Investments

    Portfolio Managers Richard Wong and Jonathan Norwood discuss the Cundill value investment philosophy and provide insight to the portfolio construction processes of the Mackenzie Cundill Canadian ...

  • N/A
    0.75 Credits
    Toronto

    Mackenzie Monthly Income Portfolios: Outcome-Oriented Investing

    Mackenzie Investments

    Allan Seychuk, Senior Investment Director, Asset Allocation, speaks about Mackenzie's Monthly Income portfolios, and details the key design features and portfolio management strategies that allow the ...

  • N/A
    1 Credits
    Toronto

    Capital Markets Review: 2016 Q1 Update

    Mackenzie Investments

    Alex Ayala, District Vice President, Retail Sales, gives an update of the key market & economic indicators, insights and strategies relevant throughout Q1 of 2016. ...

  • N/A
    1 Credits
    Toronto

    Mackenzie Fixed Income: Mackenzie Global Tactical Bond Fund

    Mackenzie Investments

    Konstantin Boehmer, Portfolio Manager, Fixed Income, details the investment philosophy behind the Mackenzie Global Tactical Bond Fund and explains the current market conditions of global fixed income ...

Showing 1 - 15 of 108 total records