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GROUPPLANS - EMPLOYER

 
The Proven Partnership Approach

The Proven Partnership approach is a joint effort between Canadian independent financial advisors, Mackenzie and MRS. We work together to provide you - the employee - with the best possible products and service in the industry.

Your financial advisor, or one assisting your company, will work with you to develop a specifically tailored plan to meet your needs within the larger group plan structure.

Mackenzie and MRS provide administration, industry leading mutual funds and asset allocations products and, through MRS, can provide the largest self-directed platform in Canada, offering unparalleled diversity and flexibility for retirement and saving plans.

Advantage to you, the employer:
Convenience. Saving early and regularly will help you achieve your retirement goals provided you make informed choices. Your financial advisor can help you make straight-forward decisions, and design a personalized plan within a group savings arrangement that can result in instant savings for you.

Value. Getting the most out of your hard-earned dollars is of paramount importance to your financial advisor. In other words, to get value out of your invested money. Within a group plan, expect your advisor to find a way to develop a financial plan suited to your specific needs. With the Proven Partnership approach, Mackenzie and MRS support your advisor in providing value to you.

Choice. Informed choices start with good research and better advice. MRS offers a choice of over 1,800 funds with over 80 different fund management companies. Between Mackenzie and MRS, we can offer GICs, segregated funds, labour sponsored funds, fixed income and equities, asset allocation, high yield products and much more. In addition, MRS can offer you competitive mortgages, investment loans, and RRSP loans. Sorting through the options requires the advice of an independent advisor who knows your goals.