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

  • N/A
    1 Credits
    Various Locations

    2016 Federal Budget Analysis

    Mackenzie Investments

    To provide the following educational information to the audience: Economic & fiscal Overview Personal Tax Measures Business Tax Measures

  • 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
    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
    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 ...

  • N/A
    0.75 Credits
    Various

    2017 Mackenzie Investments Due Diligence (PM)

    Mackenzie Investments

    The Mackenzie one day Due Diligence conference covered a variety of material including: 1. Alternatives Investing

  • N/A
    2.75 Credits
    Ongoing Activity

    2017 Mackenzie Investments Due Diligence Day 1 - Afternoon (2)

    Mackenzie Investments

    Advisors sat in on a plethora of seminars discussing investment management, global investing for the long terms and Mackenzie Products

  • 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
    1 Credits
    Ongoing Activity

    Alternatives Investing

    Mackenzie Investments

    Matthew Cardillo presented the unique exposure to non-traditional asset classes and how the alternatives fund is a unique and diverse liquid-alternatives solution for today's market. A few questions ...

  • N/A
    1 Credits
    various location

    American in Canada

    Mackenzie Investments

    This module outlines current rules and tax implications advisors will encounter when dealing with foreign assets, accounts and passive income for American Citizens living in Canada. It aims to ...

  • 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

    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

    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

    Carefully Growing Capital through Market Cycles

    Mackenzie Investments

    This seminar covers the Ivy investment philosophy, investments process overview, portfolio construction, foreign equity fund, and portfolio construction. ...

  • N/A
    1 Credits
    Windsor

    Changes to Ontario's Probate Process & Role of the Executor

    Mackenzie Investments

    Carol Bezaire, VP of Tax, Estate and Strategic Philanthropy details various information on probate, including what it is, how it is calculated, recent changes, and as a result, what to expect going ...

  • N/A
    1 Credits
    toronto

    Changes to Ontario's Probate Process & The Role of the Executor

    Mackenzie Investments

    To provide advisors the information of changes to Ontario's probate process and the role of the executor

Showing 1 - 15 of 106 total records