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

  • N/A
    1 Credits
    various

    2016 Federal Budget Analysis

    Mackenzie Investments

    To provide the following educational information to the audience: Economic & fiscal Overview Personal Tax Measures Business Tax Measures

  • N/A
    0.75 Credits
    Toronto

    Asset Allocation, Macroeconomic Themes: Todd Mattina

    Mackenzie Investments

    Chief Economist and Strategist Todd Mattina, Ph. D., sheds light on current macroeconomic trends, including the current low rate, low inflation and low growth environment. Mattina shares his views on ...

  • N/A
    1 Credits
    Toronto

    Canada's High Net Worth Market

    Mackenzie Investments

    Paul Allan discusses the current state of Canada's High Net Worth market and details the Mackenzie Private Wealth Counsel, which is a boutique high net worth wealth management platform for independent ...

  • N/A
    1 Credits
    Toronto

    Capital Markets Review: 2016 Q1 Update

    Mackenzie Investments

    Alex Ayala, District Vice President, Retail Sales, gives an update of the key market & economic indicators, insights and strategies relevant throughout Q1 of 2016. ...

  • 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
    toronto

    Changes to Ontario's Probate Process & The Role of the Executor

    Mackenzie Investments

    To provide advisors the information of changes to Ontario's probate process and the role of the executor

  • N/A
    1 Credits
    Toronto

    Diversification Redefined

    Mackenzie Investments

    To provide an introduction to our advisors an introduction of TOBAM - our new ETF partner, and their maximum diversification approach. Provide indices performance. Presentation of Mackenzie High ...

  • N/A
    1 Credits
    Various

    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
    Various

    Estate and Incapacity Planning

    Mackenzie Investments

    This seminar was an in-person presentation covering the following content: 1. Taxes at Death 2. Intestacy 3. Tools for Estate Planning (Will, Trusts, Joint Tenancy, Beneficiary Designation) 4. ...

  • 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
    Ottawa

    Global Economic & Capital Markets Updates

    Mackenzie Investments

    To provide our clients an overview of global economic & capital markets update.

  • N/A
    1 Credits
    Toronto

    Helping you manage a diverse range of client needs - Symmetry Portfolios & Monthly Income Portfolios

    Mackenzie Investments

    To provide in-look into solutions for diverse client needs - Mackenzie Symmetry Portfolios, and Mackenzie Monthly Income Portfolios

  • N/A
    1 Credits
    various

    How to win affluent clients

    Mackenzie Investments

    To educate advisers how to win affluent clients by 1) understanding high net worth personalities 2) train clients to keep you informed of life changing and liquidity events 3) get to know the ...

  • N/A
    1 Credits
    Various

    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
    Various

    Incorporate Charitable Giving Into Your Practice

    Mackenzie Investments

    Presentation with advisers the tax benefits associated with charitable giving including the different types of donations and examples of how charitable donations can benefit the strength of many ...

Showing 1 - 15 of 71 total records