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

  • N/A
    1 Credits
    Toronto

    Tax & Estate Planning Strategies: What's New for 2016

    Mackenzie Investments

    The Mackenzie Tax & Estate team discusses its strategic direction for 2016, including its offerings of testamentary trusts, disability trusts, and enhanced donation tax credits, among other retirement ...

  • N/A
    1 Credits
    Toronto

    Mackenzie Cundill Value Fund

    Mackenzie Investments

    Portfolio Managers Richard Wong and Jonathan Norwood discuss the Cundill value investment philosophy and provide insight to the portfolio construction processes of the Mackenzie Cundill Value fund. ...

  • N/A
    1 Credits
    Toronto

    Mackenzie Cundill Canadian Balanced Fund

    Mackenzie Investments

    Portfolio Managers Richard Wong and Jonathan Norwood discuss the Cundill value investment philosophy and provide insight to the portfolio construction processes of the Mackenzie Cundill Canadian ...

  • N/A
    1 Credits
    Toronto

    Mackenzie Cundill Canadian Security Fund

    Mackenzie Investments

    Portfolio Managers Richard Wong and Jonathan Norwood discuss the Cundill value investment philosophy and provide insight to the portfolio construction processes of the Mackenzie Cundill Canadian ...

  • N/A
    0.75 Credits
    Toronto

    Mackenzie Monthly Income Portfolios: Outcome-Oriented Investing

    Mackenzie Investments

    Allan Seychuk, Senior Investment Director, Asset Allocation, speaks about Mackenzie's Monthly Income portfolios, and details the key design features and portfolio management strategies that allow the ...

  • 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
    Toronto

    Mackenzie Fixed Income: Mackenzie Global Tactical Bond Fund

    Mackenzie Investments

    Konstantin Boehmer, Portfolio Manager, Fixed Income, details the investment philosophy behind the Mackenzie Global Tactical Bond Fund and explains the current market conditions of global fixed income ...

  • 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
    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 ...

Showing 1 - 15 of 102 total records