New program targets meaty middle clients

By Staff | October 15, 2013 | Last updated on October 15, 2013
1 min read

Mackenzie Investments has launched a program designed for clients with more than $100,000 to invest. It features pricing that will provide greater discounts as investment levels increase, plus a broad suite of investment choices and flexible series options.

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Investors in the Mackenzie Private Wealth Program also benefit from enhanced reporting, customizable rebalancing to keep their portfolios on target, and tax and estate guidance to help preserve capital and promote effective long-term wealth planning.

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Also, clients with $500,000 or more in investable assets can gain access to Mackenzie Private Wealth Counsel (formerly Mackenzie Private Client Group). The team will help investors through consolidated household portfolio construction and account management; personalized tax, estate and philanthropic planning; and specialized, comprehensive reporting. staff


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