Mackenzie Dealer Relations

Supporting dealers with our latest insights, education and communications

Advisor Education

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Expert Insights

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Dealer Communications

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Featured Content


Electronic Processing Agreement (EPA) Transaction Guide


First Home Savings Accounts (FHSA) at Mackenzie Investments


2023 year-end resource centre


2023 Winter newsletter

Advisor Education

Regulatory and service mailings to clients

View samples of letters sent to clients about their accounts

RESP contribution allocation guide

Get ready for tax season

Learn about important dates, deadlines and tax slip schedules.

Correcting RESP administrative errors

Your administrative guide to the Mackenzie Charitable Giving Program

The Mackenzie Charitable Giving Program

The Mackenzie Charitable Giving Program makes giving simple, convenient and powerful, helping investors give back, make grants to charities and grow their impact, now and in the future.

Here’s how it works

Receive all the benefits of a private foundation, without the cost, time commitment and administrative hassle.

Benefits of giving

A low-cost, tax-efficient, convenient and flexible way to make charitable donations and leave a lasting legacy.

Electronic Processing Agreement (EPA) Transaction Guide

Being EPA eligible minimizes processing times and reduces errors.

Expert Insights

2022 Outlook: Challenging, not insurmountable

2022 long-term capital markets outlook

The Role of automation in the investment funds industry

In our spring 2021 insight paper, we explore the role of automation in our industry and what may come next.

Is working from home working?

In our summer 2020 insight paper, we explore the challenges of working from home and ways to make it work.

Dealer communication

2023 Winter newsletter

It’s that time of year once again – a time to reflect on our shared efforts and achievements and to express our sincere thanks and gratitude.

New ETFs launching in November

On November 20, 2023, Mackenzie Investments will launch four new ETFs, including a suite of three government bond ETFs and a single-ticket equity solution in the Mackenzie All Equity Allocation ETF.

Team Overview

Jackie Laser

VP, Dealer Relations & Operations

Paul Boddaert

AVP, Business Enablement & Industry Relations

Anthony Gomes

Senior Manager

Dale James

Account Manager

Guy Thierry Kalonji, MBA

Account Manager

Joe Riccio

Account Manager

Ani Saraphanian

Account Manager

Prajnya Anauth

Account Manager

Garner MacFarlane

Account Manager

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.