Mackenzie PRIVATE CLIENT PROGRAM

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Mackenzie PRIVATE CLIENT PROGRAM
 
The Mackenzie Open Architecture Service Portfolio Process
 
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
2. Monitoring and Rebalancing
  • Your portfolio is closely monitored by the Mackenzie Private
    Client Group and automatically rebalanced according to
    selected parameters
 
 
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)
 
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