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

  • 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 ...

  • N/A
    1 Credits
    Toronto

    Symmetry: Pension Style Investing and Advances in Asset Allocation

    Mackenzie Investments

    Overview of the Symmetry Managed Asset solutions available and the underlying pension-style and asset allocation methodology.

  • N/A
    1 Credits
    Various Locations

    Incorporate Charitable Giving Into Your Practice

    Mackenzie Investments

    Presentation with advisers the tax benefits associated with charitable giving including the different types of donations and examples of how charitable donations can benefit the strength of many ...

  • N/A
    1.5 Credits
    Toronto

    Taking A Step Back: Strategically Thinking About Your Business

    Mackenzie Investments

    The presentation highlights the importance of having a overarching strategic plan that governs an adviser's business ensuring that the day to day activities align with those strategic initiatives. ...

  • 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 ...

Showing 1 - 15 of 84 total records