As the impact of the coronavirus continues to be felt in Canada and around the world, many of our clients are shifting to alternative working solutions. Mackenzie is also making some changes to ensure we’re able to support our employees as well as you and your business, and we’d like to highlight the options that can facilitate your requests during these challenging times.

Please be advised that as of Monday, March 23, we will be revising our business hours:

We encourage you to submit all trades and error corrections electronically wherever possible to ensure timely processing.

We’d like to remind you that some client name account changes can be done by phone, such as:

• Non-financial updates (client address, phone number)
• Adjustments to existing systematics such as PAC/SWP/STEP (excluding banking changes)
• Changes to income fund payouts, with some exceptions
• Private Wealth Solutions account linking
• Account openings for account types such as TFSA, RRSP, RRIF, LIRA, and LIF/LRIF/PRIF

We also recommend going electronic for client RRIF payments, withdrawals and other settlements. Electronic fund transfers (EFT) can be set up through Fundserv for any clients expecting a cheque in the mail such as a RRIF payment, systematic withdrawal, cash distribution payment.

We will provide you with updates as they become available. If you require more information, please contact your Dealer Relations Account Manager directly. Alternatively, call us at 1-800-268-7119 or send an email to drelations@mackenzieinvestments.com.

Thank you for your continued support of Mackenzie Investments.
The Dealer Relations Team