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

  • 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
    Various Locations

    Diversification Redefined – TOBAM Fall Roadshow

    Mackenzie Investments

    Travelling across the country in multiple locations, Mackenzie Investments in partnership with sub-advisor TOBAM presented an hour-long presentation. Firstly, Yves Choueifaty, Founder of TOBAM or ...

  • N/A
    1 Credits
    Calgary

    Mackenzie Fixed Income: Mackenzie Global Tactical Bond

    Mackenzie Investments

    Konstantin Boehmer, VP of Global Fixed Income and Portfolio Manager details the current market landscape of the bond economy, the guiding principles behind the Mackenzie Global Tactical Bond Fund, the ...

  • N/A
    6 Credits
    Whistler

    Mackenzie Investments Whistler Due Diligence - Day 1

    Mackenzie Investments

    Attendees gathered for an educational conference featuring various presenters including but not limited to, portfolio managers, investment directors, executives and tax and estate ...

  • N/A
    1 Credits
    Toronto

    Unlock the Potential of High Net Worth Clients

    Mackenzie Investments

    Carol Bezaire, Vice President of Tax, Estate & Philanthropy and Curtis Davis, Director of Tax and Estate detail the Canadian High Net Worth market today, various tax and estate strategies, including ...

  • N/A
    1 Credits
    Oshawa, Peterbrough

    Mackenzie Tax and Estate Planning Group

    Mackenzie Investments

    Carol Bezaire, VP of Tax, Estate and Strategic Philanthropy details the Mackenzie Tax and Estate team, what they do, how they operate, what kind of investors their products target, advisor resources ...

  • N/A
    1 Credits
    Toronto

    Mackenzie Asset Allocation Solutions: Pension Style Thinking

    Mackenzie Investments

    Allan Seychuk, VP Senior Investment Director details the Mackenzie Asset Allocation Team, including an overview of portfolio construction, investment philosophy, differentiators between other ...

  • N/A
    2 Credits
    Edmonton

    Financial Finesse for Women in Business

    Mackenzie Investments

    Donna Worthington details her transition from a registered nurse to financial services and discusses ethically appropriate financial planning, what differentiates her service, and her encouragement of ...

  • N/A
    1 Credits
    Toronto

    Tax and Estate Planning for Business Owners

    Mackenzie Investments

    Frank Di Pietro, AVP of Estate and Tax Planning details advice on how to effectively decide on a business structure, whether or not to incorporate your business, and advice on growing wealth within a ...

  • N/A
    2 Credits
    Collingwood

    Mackenzie Collingwood Due Diligence

    Mackenzie Investments

    Over the course of three days, Mackenzie Invested hosted their Collingwood Due Diligence conference, inviting advisors to come listen to portfolio managers, investments directors, and executive ...

  • N/A
    3 Credits
    Collingwood

    Mackenzie Collingwood Due Diligence Day 3

    Mackenzie Investments

    Over the course of three days, Mackenzie Invested hosted their Collingwood Due Diligence conference, inviting advisors to come listen to portfolio managers, investments directors, and executive ...

  • N/A
    3.5 Credits
    Collingwood

    Mackenzie Collingwood Due Diligence Day 2 Morning

    Mackenzie Investments

    Over the course of three days, Mackenzie Invested hosted their Collingwood Due Diligence conference, inviting advisors to come listen to portfolio managers, investments directors, and executive ...

  • N/A
    1 Credits
    Various Locations

    Incorporate Charitable Giving Into Your Practice

    Mackenzie Investments

    Frank Di Pietro, AVP of Estate and Tax Planning discusses with advisors the tax benefits associated with charitable giving. He focuses on different types of donations and examples of how charitable ...

  • N/A
    1 Credits
    Ongoing Activity

    Trusts and the High-Net Worth Client

    Mackenzie Investments

    To education advisors how to talk knowledgeably about trusts and how and when to apply the strategy in client situations.

  • N/A
    1 Credits
    various locations

    Intergenerational Tax and Estate Planning

    Mackenzie Investments

    To educate participants some of the key tax and estate planning issues in wealth succession from one generation to the next.

Showing 1 - 15 of 95 total records