Being wealthy has many benefits, but it also comes with a unique set of challenges. With more than 42 years of experience helping high net worth investors meet their goals, we understand these requirements. The Mackenzie Private Client Program is a comprehensive wealth management service available exclusively to high net worth investors and their families. The program offers a complete suite of services, including tailored asset management solutions and specialized services such as tax and estate planning. For many wealthy investors, setting up a strategic charitable giving program is also important.

A minimum of $500,000 of investable assets across qualified family accounts is required to be eligible for the Mackenzie Private Client Program.

The Mackenzie Private Client Program integrates and simplifies wealth management