Mackenzie PRIVATE CLIENT PROGRAM

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Mackenzie PRIVATE CLIENT PROGRAM
 
The Mackenzie Portfolio Architecture Service Process
 
1. Investor Profile Questionnaire
  • Identifies your investment profile using a comprehensive questionnaire
  • Establishes your requirement for growth and/or income and assesses your risk preferences
   
2. Equity Weight Recommendation
  • Private Client Group recommends optimal equity weighting
  • 2.5% increments allow fine-tuning of asset mix to objectives
   
3. Investment Policy Statement
  • A comprehensive Investment Policy Statement provides a clear understanding of the guidelines covering the management of your account and guides the overall investment strategy
   
4. Monitoring and Reporting
  • Your portfolio is closely monitored and rebalanced when necessary
  • You receive a state-of-the-art quarterly report which includes market commentaries, transactions, portfolio holdings and performance reporting with comparison to industry benchmarks
  • Option of consolidated statement for all constituent accounts
  • Comprehensive tax information issued after year-end (if applicable)
   
5. Private Client Tax and Estate Planning Services
  • Option to receive a personal Tax and Estate Summary Report covering major issues affecting your overall tax and estate situation