Mackenzie Investments has rolled out Mackenzie Private Wealth Pools – a suite of eight unique mandates tailored exclusively for affluent Canadians with a multi-boutique investment manager approach.
These mandates are provided through Mackenzie’s Private Wealth Solutions and are exclusively for affluent investors with a minimum initial investment of $150,000, the company said.
Four mandates are also offered through a corporate class structure.
Mackenzie Investments senior vice president of product Michael Schnitman said: "Thanks to our robust new suite of pools, affluent Canadians now have numerous options when looking for ways to maximize their wealth building and income potential. In addition, tax efficiency can also be maintained within the four mandates offered through the corporate class structure.
"These institutional-style investment pools offer a wide range of investment options that include capital preservation, balanced and growth, all designed to give high net worth investors an attractive combination of risk and return."
The pools offer multi-manager core mandates combining strategically allocated active portfolios; risk conscious approach which includes low volatility strategies; and preferred management fee structure designed for the affluent investor.
These mandates also offer a holistic householding program starting at $250,000 which takes into account assets held across Mackenzie Investments; tax efficiency within the four mandates offered through the corporate class structure; fixed-rate monthly payout options across all Mackenzie Private Wealth Pools; and enhanced statements, the company added.