RE: Examine retirement estate and legacy planning

46% of investors are looking for estate and legacy planning support from their advisor.1 We can help.

RE: Examine retirement legacy and estate planning 

We can help you support your clients with their estate and legacy planning, including the use of trusts, estate administration, charitable giving and small business owners’ succession planning.

Book an appointment with Carol, one of our retirement estate and legacy planning experts.

Help your clients with their estate and legacy planning

Do you have an estate plan?

Start planning your estate today with this guide. 

Reach out to your Mackenzie Investments sales team

Learn how we can help you protect and grow your business by providing outcome-oriented solutions for every stage of your client’s unique retirement journey.

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Source

1 Polara strategic insights retirement research report. July 2021.