Dealer Relations winter 2024 newsletter

A message from Jackie Laser

It’s been another eventful year at Mackenzie Investments…

We’ve continued to make investments in our business and our technology to serve you better. A key pillar of our ongoing modernization journey has been to listen to you and act on the feedback you provide. We’ve heard you — and we’re acting!

We’ve made several critical investments to elevate the support we provide to you and your clients, including:

• Partnering with CGI, a global leader in advanced automation and technologies, to transform our back-office to seamlessly process your transactions and continue to deliver exceptional client service.
• Implementing industry-leading AI to make it easier and more convenient to connect with us.
• Elevating your digital experience to enhance access to our advisor and investor portals and optimize our website.

As always, we want to thank you for your help in supporting our launches and product events, and the work you’ve done to ensure their success. We’re grateful your ongoing partnership and the feedback you provide to help us make improvements.

We’ll continue to share our progress as we look for more ways to elevate the experience for dealers, advisors, and investors.

Wishing you and your teams a happy holiday season with friends and family and continued success in 2025. 

Jackie Laser
Vice President, Dealer Relations & Operations

Enhancing your digital experience

In November, Mackenzie introduced a new sign-in and two-step verification process for its account inquiry portals, AdvisorAccess and InvestorAccess. The changes provide an additional layer of security for those platforms, and also allow advisors to authorize and create unique access for their assistants and team members.

In addition, we’ve improved how our Mackenzie website supports you by introducing more intuitive search and navigation — our goal is to make it easier for you to get the information you need, when you need it.

We have further enhancements planned for next year. Your Dealer Relations Account Manager will keep you informed as we continue to create a more compelling digital experience for dealers, advisors and investors. 

Take advantage of our RESP and RDSP resources!

Did you know that the Dealer Relations page on the Mackenzie Investments website features a broad range of resources to help support RESP and RDSP transactions?

The Advisor Education section hosts a number of helpful guides, videos, and best practices to assist with RESP and RDSP transactions, account set-up and government programs. They help to ensure that requests for these account types are submitted in good order for timely processing.

Be sure to bookmark this section and visit regularly for updated information and resources.

Reminder: Documents not required for EPA-eligible trades

As a reminder, documents should not be submitted to Mackenzie for EPA-eligible trades.

Our goal is to avoid processing delays and errors that may result from discrepancies between the wire order and the paperwork that some advisors still submit.

It’s also a win for advisors, who can save time and administrative effort by not submitting documents when back-up isn’t required. Our Quick Reference Guide is available on the Mackenzie Investments website and can assist advisors with document requirements for EPA-eligible trades.

Important year-end information

Year-end is an important time for you and your business. To help support you, Mackenzie offers a dedicated page for year-end information, including important dates and processing deadlines.

We’ll continue to add information over the coming weeks, including guidelines for first 60-day contributions and our 2024 statement and tax slip production schedules. Please share this link with your advisors and be sure to bookmark the page so you can check in regularly for important updates.

Dealer Relations team