Identify your clients’ needs from the six needs listed below.
Mackenzie Investments’ new proprietary retirement experience can help.
Retirement offers a massive opportunity for advisors: $3.7 trillion (two-thirds of Canadians’ financial wealth) is controlled by retirees or near-retirees. This is forecast to reach $6.4 trillion by 2030.1
Our proprietary experience helps you tap into that opportunity by matching investors’ top six retirement needs with a corresponding Mackenzie Investments solution and expert.
Our proprietary research shows clients have six key needs when it comes to their retirement. Start by identifying your client’s needs from the list below.
1 Investor Economics Household Balance Sheet 2021.
2 Polara strategic insights retirement research report, July 2021.
3 Polara strategic insights retirement research report, July 2021.
4 Polara strategic insights retirement research report, July 2021.
5 Power Corp study 2018.
6 Polara strategic insights retirement research report, July 2021.
7 Advisor’s Edge: Canada Life Risk-Managed Portfolios offer a managed solution for a smoother investor experience.
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