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Mackenzie
events
Explore timely events designed to help you navigate changing markets and evolving client needs.
See all eventsUpcoming events
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Fall Due Diligence
Our cross-Canada event series is coming to a city near you.
September 16 – November 4, 2026
What's new
Advisor tools & calculators
From portfolio construction and retirement to tax and estate planning, our tools and calculators can help you keep your clients’ goals on track.
Harness the power of Precision Analytics
Your clients’ goals are unique and diverse. Precision Analytics’ unbiased insights and analysis empower you to build portfolios with confidence.
Use the latest data to research investments, compare performance and create customized reports.
Applications and forms
Registered Plans
Whether your clients are saving for their children’s education, retirement or a major purchase, tax-efficient registered plans can help.
See all registered plans forms
Multi-Plan Application
Registered Education Savings Plan (RESP)
Your clients can save more for their children’s education with tax-free savings growth, plus government contributions.
See all RESP formsRegistered Disability Savings Plan (RDSP)
Help your clients living with long-term disabilities build financial security with tax-deferred growth and government grants and bonds.
See all RDSP formsTax Free Savings Account (TFSA)
Help your clients grow their savings faster with tax-free growth on interest, dividends and capital gains, plus no tax on withdrawals.
See all TFSA forms
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.
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Why invest in advice
The strength of Mackenzie Investments
We make it a global effort to create a more invested world. Our Canadian-owned company has offices in Boston, Dublin, London, Hong Kong and Beijing.
50+
13
150
1M+
$268.8B4
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Legal disclaimers
4 As of June 30, 2026
5 As of June 30, 2026
6 As of December 31, 2025
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. The content of this webpage (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.