Part of AdvisorAccess is available to you without
a User ID and password. Simply click on "Login for Marketing and Sales Support
Only" and enter your dealer / advisor code to access marketing and
sales support materials and information. You have access to:
Products and Services
Everything you need to know about our investment
funds, deposit and lending products and our services.
Investment Funds – Mackenzie offers more than 100 mutual funds in every
asset class, plus industry-leading strategic asset allocation products
and a complete line of segregated funds. Fund information includes prices,
performance and detailed profiles.
Deposit Products – Information about MRS
deposit products including the MRS High Yield Plus Account, MRS Money
Maximizer and MRS GICs.
Lending Products – Information about MRS lending
products including MRS investment loans, RRSP loans and residential
mortgages.
Services - Information about our services including Group Plans, Mackenzie
Private Trust Group, MRS Private Investor Services, and MRS Back-Office
Services.
Sales Support
Everything you need to work with your clients in building
their financial independence, including:
Marketing Library – Hundreds of resources you can use with your clients,
with an easily searchable index. Includes brochures, application forms,
PowerPoint presentations, co-op ads and more covering all Mackenzie and
MRS products and services.
Mackenzie Express – Download our monthly updates on the most popular
Mackenzie funds.
InfoMack – InfoMack 4 features 27 easy-to-use financial calculators
and tools covering a range of topics, including Retirement Planning,
Savings and Investments, Mortgages and Loans, Insurance, and more.
Events Calendar – Details on upcoming Mackenzie and MRS road shows,
conferences and other events.
Multi-Media Centre – Our library of video recordings and slide shows
from previous presentations by fund managers and others on the Mackenzie/MRS
team. Now these services are available to you without a password.
Business Building Tools
Mackenzie and MRS are committed to you building
your business with your clients and provide a suite of resources to help
you do this.
STAR/Keystone Client Investor Profile Questionnaire - Learn how to incorporate
a personalized version of the STAR/Keystone Client Investor Profile Questionnaire
on your own web site or in an e-mail campaign.
Calculators – The best of InfoMack is now on the web located under Planning
Tools. Use our on-line financial calculators with your clients, or even
add them to your own web site. Our tools include RRSP illustrators, RRSP
loan calculators, PAC and SWP calculators and even a STAR/Keystone questionnaire
you can run on your own web site or e-mail to clients to generate leads.
Guides – Our Planning Tools section also consists of valuable guides
including, Your Time of Life - RRSP, Your Time of Life - RESP, Your Estate
Plan and Your Tax Guide.
You can also view the Guide to Group Retirement
Plans and the Guide to the Web from the Business Building section of
AdvisorAccess.
Mackenzie University
Visit here for details on upcoming Mackenzie
University cross-country tours.
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