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PRIVATE CLIENT PROGRAM |
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The Mackenzie Open Architecture Service Portfolio Process |
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1. Portfolio Design
- You and your financial advisor design a portfolio appropriate
for your needs, taking into consideration your unique
investment goals and risk tolerance
- Once the asset allocation and securities are selected, your
advisor sends your portfolio design specifications, including
rebalancing parameters, to Mackenzie Private Client Group
- Mackenzie Private Client Group works with your advisor to
implement your Open Architecture solution
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2. Monitoring and Rebalancing
- Your portfolio is closely monitored by the Mackenzie Private
Client Group and automatically rebalanced according to
selected parameters
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3. Reporting
- You'll 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)
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4. 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
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