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  • N/A
    6 Credits
    Whistler

    Mackenzie Investments Whistler Due Diligence - Day 1

    Mackenzie Investments

    Attendees gathered for an educational conference featuring various presenters including but not limited to, portfolio managers, investment directors, executives and tax and estate ...

  • N/A
    1 Credits
    Toronto

    Unlock the Potential of High Net Worth Clients

    Mackenzie Investments

    Carol Bezaire, Vice President of Tax, Estate & Philanthropy and Curtis Davis, Director of Tax and Estate detail the Canadian High Net Worth market today, various tax and estate strategies, including ...

  • N/A
    1 Credits
    Oshawa, Peterbrough

    Mackenzie Tax and Estate Planning Group

    Mackenzie Investments

    Carol Bezaire, VP of Tax, Estate and Strategic Philanthropy details the Mackenzie Tax and Estate team, what they do, how they operate, what kind of investors their products target, advisor resources ...

  • N/A
    1 Credits
    Toronto

    Mackenzie Asset Allocation Solutions: Pension Style Thinking

    Mackenzie Investments

    Allan Seychuk, VP Senior Investment Director details the Mackenzie Asset Allocation Team, including an overview of portfolio construction, investment philosophy, differentiators between other ...

  • N/A
    2 Credits
    Edmonton

    Financial Finesse for Women in Business

    Mackenzie Investments

    Donna Worthington details her transition from a registered nurse to financial services and discusses ethically appropriate financial planning, what differentiates her service, and her encouragement of ...

  • N/A
    1 Credits
    Toronto

    Tax and Estate Planning for Business Owners

    Mackenzie Investments

    Frank Di Pietro, AVP of Estate and Tax Planning details advice on how to effectively decide on a business structure, whether or not to incorporate your business, and advice on growing wealth within a ...

  • N/A
    2 Credits
    Collingwood

    Mackenzie Collingwood Due Diligence

    Mackenzie Investments

    Over the course of three days, Mackenzie Invested hosted their Collingwood Due Diligence conference, inviting advisors to come listen to portfolio managers, investments directors, and executive ...

  • N/A
    3 Credits
    Collingwood

    Mackenzie Collingwood Due Diligence Day 3

    Mackenzie Investments

    Over the course of three days, Mackenzie Invested hosted their Collingwood Due Diligence conference, inviting advisors to come listen to portfolio managers, investments directors, and executive ...

  • N/A
    3.5 Credits
    Collingwood

    Mackenzie Collingwood Due Diligence Day 2 Morning

    Mackenzie Investments

    Over the course of three days, Mackenzie Invested hosted their Collingwood Due Diligence conference, inviting advisors to come listen to portfolio managers, investments directors, and executive ...

  • N/A
    1 Credits
    Various Locations

    Incorporate Charitable Giving Into Your Practice

    Mackenzie Investments

    Frank Di Pietro, AVP of Estate and Tax Planning discusses with advisors the tax benefits associated with charitable giving. He focuses on different types of donations and examples of how charitable ...

  • N/A
    1 Credits
    Ongoing Activity

    Trusts and the High-Net Worth Client

    Mackenzie Investments

    To education advisors how to talk knowledgeably about trusts and how and when to apply the strategy in client situations.

  • N/A
    1 Credits
    various locations

    Intergenerational Tax and Estate Planning

    Mackenzie Investments

    To educate participants some of the key tax and estate planning issues in wealth succession from one generation to the next.

  • N/A
    0.75 Credits
    Various Locations

    Navigating The Era of Uncertainty

    Mackenzie Investments

    To educate advisors: 1) the current bond markets environment, 2) What impact regulatory changes have on credit markets, 3) Ways to navigate this bond market environment, 4) Outlook on central banks, ...

  • N/A
    2 Credits
    Toronto

    Symmetry: Pension Style Investing and Advances in Asset Allocation

    Mackenzie Investments

    Review of Mackenzie's Asset Allocation team and how they bring the advances in asset allocation of leading global pension funds to Canadian Retail Investors. ...

  • N/A
    1 Credits
    Various Locations

    Philanthropy and the Mackenzie Charitable Giving Program

    Mackenzie Investments

    Reviewed incorporating philanthropy into the advisor business through the Mackenzie Charitable Giving Program. Shared how a large percentage of Canadians give to charity, however little planning goes ...

Showing 1 - 15 of 93 total records