Mackenzie PRIVATE CLIENT PROGRAM

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Mackenzie PRIVATE CLIENT PROGRAM
 
Portfolio Architecture Service

Tailored, tax-efficient asset management

The Mackenzie Portfolio Architecture Service is a dedicated managed money program available in the Mackenzie Private Client Program. Using proprietary, portfolio construction techniques, we provide expert guidance in the development of tailored portfolio solutions.

Key Benefits

Value for money
The Portfolio Architecture Service provides clients with access to Mackenzie High Net Worth Series Securities, available at significantly lower cost than Mackenzie retail funds.

Superior tax efficiency
The Mackenzie Capital Class structure has proven to be an invaluable resource in constructing portfolios for high net worth clients, offering:

  • Tax-efficient distributions
  • No immediate tax consequences on regular rebalancing
  • Flexibility to switch between more than 50 Capital Class funds on a tax-deferred basis*

Automatic rebalancing
A highly disciplined process assures that your Private Client portfolio is rebalanced on a periodic basis to keep your investment strategy on track.

Enhanced reporting and communication
Part of our mandate is to keep you well informed. Each quarter you will receive a full report on your account that includes market commentaries, a record of transactions, portfolio holdings and the performance of your holdings in comparison with industry benchmarks. In addition, you will be sent comprehensive tax information after year end, if applicable.

You may choose to receive a consolidated statement that covers all constituent accounts. Many clients prefer this type of statement since it shows all pertinent information in one statement and calculates the rate of return across all accounts. You also have the option of receiving a separate statement for each account.

Annual review
On an annual basis the Private Client Group will initiate a review with your advisor to evaluate your account and ensure your investment strategy remains optimal to meet your financial goals.

Investment management expertise
The Mackenzie Portfolio Architecture Service provides access to a wide range of quality investment funds. With a product line that covers just about every asset class, geographic region and investment style, a portfolio can be constructed to meet nearly any investor’s needs.

 

* Each Class is a class of shares of Mackenzie Financial Capital Corporation (“Capitalcorp”), a mutual fund corporation. Unlike mutual fund trusts that calculate their income tax as individual entities, a mutual fund corporation must compute its income for tax purposes as a single entity rather than on a fund specific basis. Therefore, all income, including capital gains, generated by the Capital Class funds is aggregated for tax purposes. The aggregate capital losses are used to offset the aggregate capital gains and, to the extent that results in net capital gains for Capitalcorp, capital gains dividends are paid to investors as described in the Capital Class funds’ simplified prospectus. While switching among Capital Class funds results in no immediate tax consequences to an investor, switching activity may trigger increased capital gains within Capitalcorp, thus increasing the possibility of a capital gains dividend being declared and paid.