1. Respected investment management
   Mackenzie Financial Corporation is an integrated financial services company, operating directly in Canada. Mackenzie currently offers more than 100 investment funds and manages in excess of $60 billion for over one million investors. With a broad line-up of domestic and foreign funds across all asset classes, Mackenzie provides advisors with the tools they need to help your employees achieve financial independence.
   
   
2. Superior record-keeping and competitively-priced plans
   Mackenzie provides comprehensive account services for all Group Retirement Plans. Mackenzie helps the plan sponsor to prepare and remit several provincial and/or federal government filings that may be applicable to a particular Group Plan.
   
   
3. Commitment to the independent financial advisor network
   Mackenzie maintains a strong working relationship with skilled, independent financial advisors – professionals who work directly with you to establish and execute successful long-term financial plans.

3 Reasons why a Financial Advisor should handle your Group Retirement Plan

1. Advice: Financial advisors are qualified professionals
   A qualified financial advisor ensures that all participating members – especially those with little or no investment experience – receive suitable and prudent guidance when investing their savings. By law, investment advice is to be dispensed only by individuals licensed by the provincial securities commission.
   
   
2. Communication: Keeping members informed
   More than simply providing investment advice, your financial advisor is available to answer questions about your members’ personal investments, account statements and any financial matter that concerns them. Because the financial advisor is familiar with the members’ personal situations, they can present a variety of options to help meet their individual objectives.
   
   
3. Education: Educated investors make great clients
   In addition to counselling individual investors, a financial advisor is a valuable resource to help educate plan sponsors on the various group plan options available and the benefits associated with each. For investors, financial advisors provide education on a wide range of investment topics for both the novice and more sophisticated investors. Many financial advisors will tell you that the more educated an investor is about their investment selection, the more comfortable they are over the long term.

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