The Mackenzie Private Client Program is a comprehensive wealth management service available exclusively to high net worth investors and their families. The program is comprised of two elements: tailored asset management solutions and Private Client Tax and Estate Planning Services for family tax and estate summarization.

Mackenzie was initially founded in 1967 as a private Investment Advisor to serve one high net worth investor. Private wealth management remains an important and growing part of our business today. The Private Client Group continues this tradition of dedicated service to high net worth individuals. Comprised of a specialized team of service and portfolio administration professionals, the Private Client Group is devoted exclusively to advisors serving high net worth families.