Dealer Relations winter 2025 newsletter

A message from Jackie Laser

2025 has been a busy year at Mackenzie Investments.

We launched 12 new mutual funds this year, including the innovative Mackenzie Northleaf Multi-Asset Private Markets Fund, which is an efficient single-ticket solution to three core private asset classes tailored for long-term investors. We also launched 10 new ETFs, providing Canadian investors with flexible, efficient investment tools to build and diversify their portfolios.

We’ve also continued to invest in technology to serve you better. Digital tools aren’t just for tech-savvy clients anymore — they’re the standard for doing business. Our partners want effortless, personalized, digital experiences, and we’re committed to providing them.

Our Client Relations team has seamlessly integrated generative AI into their everyday work. It’s helping them work smarter and faster, elevating the service they provide to dealers, advisors and clients. Across the industry, we’ve seen how smart automation and data-driven insights can unlock new efficiencies and opportunities.

As we head into 2026, we’ll continue to explore ways to leverage AI to support you and elevate your experience, while still understanding and managing the potential risks.

Thank you for your ongoing partnership. We’re grateful for your help in supporting our launches and product events, and the work you’ve done to ensure their success.  

Wishing you and your teams a happy holiday season with friends and family and continued success in the new year. 

Jackie Laser
Vice President, Specialized Operations & Relationship Management

New single sign-in for an enhanced digital experience

We're making it easier for dealers and advisors to access tools and resources with a new single sign-in for Mackenzie’s secured online content and account inquiry portal, starting December 8.

Single sign-in allows users to access their Mackenzie Account and AdvisorAccess using just one set of credentials, eliminating the need for separate user IDs and passwords.

We’re introducing a landing page that will be a one-stop shop for key tools and platforms, giving advisors and dealers easy access to AdvisorAccess (for registered users), Precision Analytics, CE Centre (if authorized), secured content, and more.

We have further digital enhancements planned for next year. Your Dealer Relations Account Manager will keep you informed of new developments, and they can support you if you need help accessing Mackenzie Account and/or AdvisorAccess after single sign-in is introduced.

Total Cost Reporting enhancements coming in 2026

As a reminder, Total Cost Reporting (TCR) enhancements take effect January 1, 2026, with the first reporting to clients expected on year-end 2026 statements.

The enhancements aim to improve the transparency of total fees and costs for holders of investment funds, segregated funds and ETFs. Here are the latest TCR updates:

• Dealers must display all direct expenses to clients.
  • Individualized FERs are not required.
• CIRO’s version of the CRM3 (TCR) rules were approved and included exemptive relief for off-book holding for cost reports.
• Mackenzie will start sending the CS File to Fundserv in early December this year.
• Fundserv v36 will include four new deduction type fields (Early Redemption Fee, Dealer Advisory Fee, Market Value Adjustment, IRS Tax) to support TCR enhancements. The new fields are being introduced to limit the use of “Other Fee” to historical transactions, new deduction fee types or fees that don’t fall under an existing defined deduction type.

Please speak with your Dealer Relations Account Manager if you have questions about how Mackenzie is supporting the changes.

Important year-end information

Year-end is an important time for you and your business. To help support you, Mackenzie offers a dedicated page for year-end information, including important dates and processing deadlines.

We’ll continue to add information over the coming weeks, including guidelines for first 60-day contributions and our statement and tax slip production schedules. Please share this link with your advisors and be sure to bookmark the page so you can check in regularly for important updates.

Dealer Relations team