Insights & Education

Your one-stop destination for our latest thought leadership and education resources.

Featured Insights

Insight

2025 Market Outlook

Protecting the golden goose.

The sweeping Republican victory is expected to have potentially significant implications for geopolitical risks and trade flows, and for the outlook for various asset classes and sectors.

Article

Beyond the numbers: Mackenzie manager spotlight

Members of the Mackenzie Equity and Income Team discuss their investment approach, how they choose companies to invest in and how they stay motivated.

Insight

Weekly Market Snapshot

Justin Truong, CFA, Senior Manager, Investment Strategy, shares his weekly insights and analysis of the market and economy.

Perspective

Monthly macro and markets update

Mackenzie economists shine a spotlight on the latest market and global economic trends.

Perspective

Monthly economic update

The global economy has many moving parts. Our senior economist focuses on the news that really affects your investments.

Key investor resources

Why Invest with us?

Since 1967, Mackenzie has been helping Canadian families reach their financial goals by providing access to world-class investment opportunities and award-winning managers.

Investing 101

Our investor-friendly guide includes an explanation of economic markets, an overview of investment options, retirement planning, tips for saving and budgeting.

Investor’s guide to market volatility

A concise look at why markets go up and down, how they have always recovered, and strategies for riding out volatility.

Understanding the basics

The trust mandate

Trust is an important part of building a relationship. How do you show your clients that you’re able and willing to act in their interest?

Understanding the basics of investing

The different types of investments available (and their costs), common financial terms explained and the lowdown on risk tolerance.

Understanding mutual funds

A straightforward explanation of how mutual funds work, including their advantages, how they provide immediate diversification and how they may help your clients’ money grow.

Understanding mutual fund fees

When you invest in a mutual fund, there’s a fee, called the management expense ratio (MER). We break down the fee and the value of advice.

Understanding active management

A clear explanation of the differences between actively managed and passive investment funds, the advantages of actively managed investments, and the cost differences.

The fixed income fundamentals series

We cover the risks, markets, and the key roles of fixed income.

Real Return of a GIC

Help your clients see their real returns of a GIC after taking factors like tax and inflation into account.

Podcast

Mackenzie FuturePath Podcast Series

Hear from our experts on what’s happening in the markets, key announcements and product insights in this weekly podcast series built exclusively for Primerica.

Mackenzie's Continuing Education Centre

Your source for continuing education credits.

Mackenzie Events

Browse our selection of live and on-demand webcasts and other events.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.

This should not be construed as legal, tax or accounting advice.  This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique.  We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate.  There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise.  We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document.  Please consult your own legal and tax advisor.