Mackenzie Dealer Relations

Supporting dealers with our latest insights, education and communications

Advisor Education

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Expert Insights

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Dealer Communications

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Featured Content

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Electronic Processing Agreement (EPA) Transaction Guide

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First Home Savings Accounts (FHSA) at Mackenzie Investments

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Get ready for tax season

winter-newsletter-2023

2023 Winter newsletter

Advisor Education

Regulatory and service mailings to clients

View samples of letters sent to clients about their accounts

RESP contribution allocation guide

Get ready for tax season

Learn about important dates, deadlines and tax slip schedules.

Correcting RESP administrative errors

Expert Insights

Registered Disability Savings Plan (RDSP) Withdrawal

The following information will provide you with a guideline to the RDSP withdrawal process. 

TCR Enhancements

A timeline on TCR Enhancements. 

FATCA and CRS

The following information is intended to provide background information on the requirements for financial industry professionals regarding FATCA/CRS reporting requirements. This may assist you and your clients when investors have foreign tax reporting obligations.

CSA and SEC move forward towards T+1

Mackenzie is currently an active participant in various industry working groups on T+1 changes and how they impact the financial industry in Canada. We are closely monitoring the guidance from regulators and anticipating transitioning to T+1 within 2024 for our qualifying funds.

Dealer communication

Mackenzie fund series closures

As part of our year-end activities, Mackenzie will be closing series of some funds that have been fully redeemed and are no longer offered under a simplified prospectus.

Amendments to Rule H1 for Pre-Authorized Chequing (PACs)

As previous noted in our Winter Newsletter, additional changes to the Canadian Payments Association's Rule H1 will come into effect on January 1st, 2024.

Team Overview

Jackie Laser

VP, Dealer Relations & Operations
jlaser@mackenzieinvestments.com

Paul Boddaert

AVP, Business Enablement & Industry Relations
pboddaer@mackenzieinvestments.com

Anthony Gomes

Senior Manager
agomes@mackenzieinvestments.com

Dale James

Account Manager
djames@mackenzieinvestments.com

Guy Thierry Kalonji, MBA

Account Manager
gtkalonj@mackenzieinvestments.com

Joe Riccio

Account Manager
jriccio@mackenzieinvestments.com

Ani Saraphanian

Account Manager
asarapha@mackenzieinvestments.com

Prajnya Anauth

Account Manager
panauth@mackenzieinvestments.com

Garner MacFarlane

Account Manager
gamacfar@mackenzieinvestments.com

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.