Mackenzie Dealer Relations

Supporting dealers with our latest insights, education and communications

Advisor Education

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Expert Insights

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Dealer Communications

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Featured Content

Electronic Processing Agreement (EPA) Transaction Guide

Registered Disability Savings Plan (RDSP) Withdrawal

Advisor Education

Regulatory and service mailings to clients

View samples of letters sent to clients about their accounts

RESP contribution allocation guide

Expert Insights

Regulatory Roundup: Registered Disability Savings Plan (RDSP) Withdrawal

The following information will provide you with a guideline to the RDSP withdrawal process. 

Regulatory Roundup: TCR Enhancements

A timeline on TCR Enhancements. 

Regulatory Roundup: FATCA and CRS

The following information is intended to provide background information on the requirements for financial industry professionals regarding FATCA/CRS reporting requirements. This may assist you and your clients when investors have foreign tax reporting obligations.

Regulatory Roundup: CSA and SEC move forward towards T+1

Mackenzie is currently an active participant in various industry working groups on T+1 changes and how they impact the financial industry in Canada. We are closely monitoring the guidance from regulators and anticipating transitioning to T+1 within 2024 for our qualifying funds.

Dealer Communication

Reopening the US dollar purchase option on Mackenzie Global Resource Fund

On March 2, Mackenzie will reopen the US dollar purchase option of Mackenzie Global Resource Fund for certain series, which are currently soft-capped.

February 2026

New ETFs launching in February

On February 17, Mackenzie Investments will launch four new exchange traded funds (ETFs). 

February 2026

Team Overview

Jackie Laser

VP, Dealer Relations & Operations
[email protected]

Paul Boddaert

AVP, Business Enablement & Industry Relations
[email protected]

Ravinder Sahota

Senior Manager
[email protected]

Dale James

Account Manager
[email protected]

Guy Thierry Kalonji, MBA

Account Manager
[email protected]

Joe Riccio

Account Manager
[email protected]

Ani Saraphanian

Account Manager
[email protected]

Prajnya Anauth

Account Manager
[email protected]

Garner MacFarlane

Account Manager
[email protected]

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.