RE: Master retirement education

90% of retired clients will consolidate their assets with one advisor.1
We can help you be the consolidator.

RE: Master retirement education

As investors approach and enter retirement, their financial planning needs change. We can help identify retirement risks and provide insights and strategies so you can guide your clients through the shift from accumulation to decumulation.

Book an appointment with Ron, one of our retirement education experts.

Help you understand the changing retirement landscape 

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 Advisor’s Edge: Canada Life Risk-Managed Portfolios offer a managed solution for a smoother investor experience.