Mackenzie PRIVATE CLIENT PROGRAM

Tax and Estate Planning Services

A complete wealth management solution integrates top quality portfolio management with professional tax and estate planning suggestions. The Private Client Group has retained Mackenzie’s Tax and Estate Planning Services to provide sensible wealth management ideas to Mackenzie Private Client Group investors.

Mackenzie Private Client Group clients are offered the opportunity to receive a complimentary, personal Tax and Estate Summary Report containing guidance on the tax implications of investment activities, potential strategies to reduce their tax bill, estate planning suggestions, a general discussion of insurance needs, and much more. This report is based on a detailed questionnaire and is prepared by Mackenzie’s Tax and Estate Planning Services.