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SERIES T CALCULATOR
SERIES T INVESTMENT VALUE. This chart shows value of your Series T investment over time. Also displayed is the cumulative cash flow realized by the investment as well as the Adjusted Cost Base (ACB) that declines as a result of the monthly tax-deferred MACKENZIE FIXED INCOME CAPABILITIES 4 | Mackenzie fixed income capabilities Managed by the Fixed Income team, as of February 29, 2020. Active portfolio management Our team of portfolio managers have diverse backgrounds and experience across fixed income asset classes and markets,MACKENZIE FINANCIAL
Mackenzie Open Architecture Service requires Adobe Flash Player, a free browser plug-in. AMENDMENT NO. 2 DATED MARCH 15, 2021 TO THE PROSPECTUS OF - 1 - amendment no. 2 dated march 15, 2021 to the prospectus of the mackenzie etfs dated august 25, 2020, as amended by amendment no. 1 dated january 29, 2021 NOTICE OF SPECIAL MEETINGS OF UNITHOLDERS AND MANAGEMENT NOTICE IS HEREBY GIVEN THAT Mackenzie Financial Corporation (“Mackenzie”) will hold a special meeting each, ( a “Special Meeting”) of the investors in the series of each of Mackenzie Ivy Foreign Equity Fund, Mackenzie US All Cap Growth Fund, Mackenzie Canadian Dividend Fund, Mackenzie Canadian Growth Fund, Mackenzie Ivy Global Balanced Fund, Mackenzie Strategic Income Fund, WWW2.MACKENZIEFINANCIAL.COM No securities regulatory authority has expressed an opinion about these securities, and it is an offence to claim otherwise. PROSPECTUS . Continuous Distribution April 23, 2021 Th WWW2.MACKENZIEFINANCIAL.COM MACKENZIE MUTUAL FUNDS Annual Information Form Dated February 5, 2021 No securities regulatory authority has expressed an opinion about these securities and it is an offence to clINVESTOR BROCHURE
Eligible Household Accounts • Any account belonging to family members residing at the same address (individual account, joint account, account held by spouse, account held by children, etc.); • An account belonging to a corporation of which you or your spouse own more than 50% of the equity, and control more than 50% of the votingshares;
WWW2.MACKENZIEFINANCIAL.COM No securities regulatory authority has expressed an opinion about these securities and it is an offence to claim otherwise. PROSPECTUS . Initial Public Offering and Continuous Dis MACKENZIE EDUCATION SAVINGS PLANS WITHDRAWALS 1102857 10/19. Beneficiary. A Beneficiary under a Registered Education Savings Plan is an individual named by the subscriber who will receive Educational Assistance Payments if the individualSERIES T CALCULATOR
SERIES T INVESTMENT VALUE. This chart shows value of your Series T investment over time. Also displayed is the cumulative cash flow realized by the investment as well as the Adjusted Cost Base (ACB) that declines as a result of the monthly tax-deferred MACKENZIE FIXED INCOME CAPABILITIES 4 | Mackenzie fixed income capabilities Managed by the Fixed Income team, as of February 29, 2020. Active portfolio management Our team of portfolio managers have diverse backgrounds and experience across fixed income asset classes and markets,MACKENZIE FINANCIAL
Mackenzie Open Architecture Service requires Adobe Flash Player, a free browser plug-in. AMENDMENT NO. 2 DATED MARCH 15, 2021 TO THE PROSPECTUS OF - 1 - amendment no. 2 dated march 15, 2021 to the prospectus of the mackenzie etfs dated august 25, 2020, as amended by amendment no. 1 dated january 29, 2021 NOTICE OF SPECIAL MEETINGS OF UNITHOLDERS AND MANAGEMENT NOTICE IS HEREBY GIVEN THAT Mackenzie Financial Corporation (“Mackenzie”) will hold a special meeting each, ( a “Special Meeting”) of the investors in the series of each of Mackenzie Ivy Foreign Equity Fund, Mackenzie US All Cap Growth Fund, Mackenzie Canadian Dividend Fund, Mackenzie Canadian Growth Fund, Mackenzie Ivy Global Balanced Fund, Mackenzie Strategic Income Fund, WWW2.MACKENZIEFINANCIAL.COM No securities regulatory authority has expressed an opinion about these securities, and it is an offence to claim otherwise. PROSPECTUS . Continuous Distribution April 23, 2021 Th WWW2.MACKENZIEFINANCIAL.COM MACKENZIE MUTUAL FUNDS Annual Information Form Dated February 5, 2021 No securities regulatory authority has expressed an opinion about these securities and it is an offence to clINVESTOR BROCHURE
Eligible Household Accounts • Any account belonging to family members residing at the same address (individual account, joint account, account held by spouse, account held by children, etc.); • An account belonging to a corporation of which you or your spouse own more than 50% of the equity, and control more than 50% of the votingshares;
WWW2.MACKENZIEFINANCIAL.COM No securities regulatory authority has expressed an opinion about these securities and it is an offence to claim otherwise. PROSPECTUS . Initial Public Offering and Continuous Dis MACKENZIE EDUCATION SAVINGS PLANS WITHDRAWALS 1102857 10/19. Beneficiary. A Beneficiary under a Registered Education Savings Plan is an individual named by the subscriber who will receive Educational Assistance Payments if the individualMACKENZIE FINANCIAL
Mackenzie Tax and Estate Planner requires Adobe Flash Player, a freebrowser plug-in.
CALCULATEUR DE LA SÉRIE TTRANSLATE THIS PAGE DANS LA SÉRIE T - VALEUR DU PLACEMENT. Ce graphique présente la valeur de votre placement dans la Série T au fil du temps. Le flux de revenu cumulatif réalisé par le placement, ainsi que le prix de base rajusté (PBR) qui diminue en raison des versements mensuels WWW2.MACKENZIEFINANCIAL.COM MACKENZIE MUTUAL FUNDS Annual Information Form Dated February 5, 2021 No securities regulatory authority has expressed an opinion about these securities and it is an offence to clSIGNIFICANT MOVES
Significant moves December 2020 Company Change in position What it is Why we bought Change rationale Tencent Holdings Ltd. 2.10% Tencent is the owner and operator of several dominant NOTICE OF SPECIAL MEETINGS OF UNITHOLDERS AND MANAGEMENT NOTICE IS HEREBY GIVEN THAT Mackenzie Financial Corporation (“Mackenzie”) will hold a special meeting each, ( a “Special Meeting”) of the investors in the series of each of Mackenzie Ivy Foreign Equity Fund, Mackenzie US All Cap Growth Fund, Mackenzie Canadian Dividend Fund, Mackenzie Canadian Growth Fund, Mackenzie Ivy Global Balanced Fund, Mackenzie Strategic Income Fund, MACKENZIE DIVERSIFIED ALTERNATIVES FUND Mackenzie Diversified Alternatives Fund Series A Alternative Strategies Compound Annualized Returns 04/30/2021 NAME1 Month PERCENT VALUE1.7% 3 Months 2.3% Year-to-date 1.8%INVESTOR BROCHURE
Eligible Household Accounts • Any account belonging to family members residing at the same address (individual account, joint account, account held by spouse, account held by children, etc.); • An account belonging to a corporation of which you or your spouse own more than 50% of the equity, and control more than 50% of the votingshares;
DIVIDEND INVESTING: TRIED AND TRUE, FOR A REASON. 1 OCTOBER 2019 INVESTOR INSIGHTS DIVIDEND INVESTING: TRIED AND TRUE, FOR A REASON. Dividends can be an important component of total returnover the long
FEES AND MUTUAL FUND INVESTING: THE FACTS FEES AND MUTUAL When you invest in a mutual fund, there is a built-in fee that covers a variety of costs and services, called the management expense ratio,or MER.
CORRELATION VS. BETA: WHAT IS THE DIFFERENCE AND WHY DOES 7/8/2019 Correlation vs. Beta: What is The Difference and Why Does It Matter? | Mackenzie Investments https://www.mackenzieinvestments.com/en/investment-teamsSERIES T CALCULATOR
SERIES T INVESTMENT VALUE. This chart shows value of your Series T investment over time. Also displayed is the cumulative cash flow realized by the investment as well as the Adjusted Cost Base (ACB) that declines as a result of the monthly tax-deferredMACKENZIE FINANCIAL
Mackenzie Tax and Estate Planner requires Adobe Flash Player, a freebrowser plug-in.
MACKENZIE FINANCIAL
Mackenzie Open Architecture Service requires Adobe Flash Player, a free browser plug-in. NOTICE OF SPECIAL MEETINGS OF UNITHOLDERS AND MANAGEMENT NOTICE IS HEREBY GIVEN THAT Mackenzie Financial Corporation (“Mackenzie”) will hold a special meeting each, ( a “Special Meeting”) of the investors in the series of each of Mackenzie Ivy Foreign Equity Fund, Mackenzie US All Cap Growth Fund, Mackenzie Canadian Dividend Fund, Mackenzie Canadian Growth Fund, Mackenzie Ivy Global Balanced Fund, Mackenzie Strategic Income Fund, SYMMETRY GROWTH PORTFOLIO SYMMETRY GROWTH PORTFOLIO ANNUAL AUDITED FINANCIAL STATEMENTS | March 31, 2020 MANAGED ASSET PORTFOLIO In preparing the financial statements, management is responsible for assessing the Fund’s ability to continue as a going concern, disclosing, as applicable,matters related to
TAX-FREE SAVINGS ACCOUNT APPLICATION Please check this box if you wish to receive confirmations of systematic transactions, dividends and distributions. Systematic transactions, dividends and distributions are reported on WWW2.MACKENZIEFINANCIAL.COM No securities regulatory authority has expressed an opinion about these securities, and it is an offence to claim otherwise. PROSPECTUS . Continuous Distribution April 23, 2021 Th ANNEX A - ADDITIONAL BENEFICIARIES - MACKENZIE INVESTMENTS ESDC SDE 0093-A (2017-05) E ANNEX A - Additional Beneficiaries. Page 1 of 1. Ce formulaire est disponible en français. Emploi et Développement social Canada INVESTMENT STRATEGY TEAM Investment Strategy Team Currency update CAD Brent Joyce, CFA Investment Strategist Justin Truong, CFA Manager, Investment Strategy Canadian dollar 2021 forecast = US$0.83 / CAD$1.20 APPLICATION FOR: CANADA DISABILITY SAVINGS GRANT AND/OR ESDC EMP5608 (2015-01-001) E Page 1 of 3 Emploi et PROTECTED WHEN COMPLETED - B Développement social Canada Employment and Social Development Canada (Personal Information bank: PPU 038) APPLICATION FOR: Canada Disability Savings Grant and/or Canada Disability SavingsBond
SERIES T CALCULATOR
SERIES T INVESTMENT VALUE. This chart shows value of your Series T investment over time. Also displayed is the cumulative cash flow realized by the investment as well as the Adjusted Cost Base (ACB) that declines as a result of the monthly tax-deferredMACKENZIE FINANCIAL
Mackenzie Tax and Estate Planner requires Adobe Flash Player, a freebrowser plug-in.
MACKENZIE FINANCIAL
Mackenzie Open Architecture Service requires Adobe Flash Player, a free browser plug-in. NOTICE OF SPECIAL MEETINGS OF UNITHOLDERS AND MANAGEMENT NOTICE IS HEREBY GIVEN THAT Mackenzie Financial Corporation (“Mackenzie”) will hold a special meeting each, ( a “Special Meeting”) of the investors in the series of each of Mackenzie Ivy Foreign Equity Fund, Mackenzie US All Cap Growth Fund, Mackenzie Canadian Dividend Fund, Mackenzie Canadian Growth Fund, Mackenzie Ivy Global Balanced Fund, Mackenzie Strategic Income Fund, SYMMETRY GROWTH PORTFOLIO SYMMETRY GROWTH PORTFOLIO ANNUAL AUDITED FINANCIAL STATEMENTS | March 31, 2020 MANAGED ASSET PORTFOLIO In preparing the financial statements, management is responsible for assessing the Fund’s ability to continue as a going concern, disclosing, as applicable,matters related to
TAX-FREE SAVINGS ACCOUNT APPLICATION Please check this box if you wish to receive confirmations of systematic transactions, dividends and distributions. Systematic transactions, dividends and distributions are reported on WWW2.MACKENZIEFINANCIAL.COM No securities regulatory authority has expressed an opinion about these securities, and it is an offence to claim otherwise. PROSPECTUS . Continuous Distribution April 23, 2021 Th ANNEX A - ADDITIONAL BENEFICIARIES - MACKENZIE INVESTMENTS ESDC SDE 0093-A (2017-05) E ANNEX A - Additional Beneficiaries. Page 1 of 1. Ce formulaire est disponible en français. Emploi et Développement social Canada INVESTMENT STRATEGY TEAM Investment Strategy Team Currency update CAD Brent Joyce, CFA Investment Strategist Justin Truong, CFA Manager, Investment Strategy Canadian dollar 2021 forecast = US$0.83 / CAD$1.20 APPLICATION FOR: CANADA DISABILITY SAVINGS GRANT AND/OR ESDC EMP5608 (2015-01-001) E Page 1 of 3 Emploi et PROTECTED WHEN COMPLETED - B Développement social Canada Employment and Social Development Canada (Personal Information bank: PPU 038) APPLICATION FOR: Canada Disability Savings Grant and/or Canada Disability SavingsBond
MACKENIE CUNDI VAUE CASS 2020 $ Mar. 31. 2020 (Audited) $ ASSETS Current assets; Investments at fair value. 138,732 : 146,074 . Cash and cash equivalents – – Dividends receivable TAX-FREE SAVINGS ACCOUNT APPLICATION For a Systematic Withdrawal on a TFSA I may instruct you in writing to: (a) change the frequency of the options permitted, (b) change the amount of payment, or (c) redeem sufficient securities to provide me with additional payment SYMMETRY GROWTH PORTFOLIO SYMMETRY GROWTH PORTFOLIO ANNUAL AUDITED FINANCIAL STATEMENTS | March 31, 2020 MANAGED ASSET PORTFOLIO In preparing the financial statements, management is responsible for assessing the Fund’s ability to continue as a going concern, disclosing, as applicable,matters related to
MACKENIE GLOBAL GROWTH CLASS 644,673 : Cash and cash equivalents. 23,756 : 58,395 . Dividends receivable: 339 . 252 : Accounts receivable for investments sold – 20,595 . Accounts receivable for MACKENZIE CANADIAN MONE MARKET FUND Bank of Montreal F/R 10-14-2020 Canada Corporate - Non Convertible 19,030,000 19,030 19,030 MACKENIE STRATEGIC INCOME CLASS BALANCED FUND MACKENIE STRATEGIC INCOME CLASS Recent Developments The duration and long-term impact of the novel coronavirus (COVID-19)pandemic on
TRANSFER AUTHORIZATION FOR REGISTERED & NON-REGISTERED If Yes: Locked-In: No. Yes . If yes, locked-in confirmation attached Locked-in funds: $ _____ Governing legislation _____ The default is “unisex;” if sex-distinct For Plans governed by Manitoba PBA, if Death Benefit waiver attached MACKENZIE EDUCATION SAVINGS PLANS WITHDRAWALS 1102857 10/19. Beneficiary. A Beneficiary under a Registered Education Savings Plan is an individual named by the subscriber who will receive Educational Assistance Payments if the individual SYMMETRY FIED INCOME PORTFOLIO SYMMETRY FIED INCOME PORTFOLIO MANAGED ASSET PORTFOLIO These Interim Unaudited Financial Statements do not contain the Interim ManagementReport
ANNEX B – PRIMARY CAREGIVER ESDC EMP5610 (2015-01-001) E Page 1 of 2 Emploi et PROTECTED WHEN COMPLETED - B Développement social Canada Employment and Social Development Canada (Personal Information bank: PPU 038) APPLICATION: Canada Disability Savings Grant and/or Canada Disability Savings BondSERIES T CALCULATOR
SERIES T INVESTMENT VALUE. This chart shows value of your Series T investment over time. Also displayed is the cumulative cash flow realized by the investment as well as the Adjusted Cost Base (ACB) that declines as a result of the monthly tax-deferredMACKENZIE FINANCIAL
Mackenzie Tax and Estate Planner requires Adobe Flash Player, a freebrowser plug-in.
MACKENZIE FINANCIAL
Mackenzie Open Architecture Service requires Adobe Flash Player, a free browser plug-in. NOTICE OF SPECIAL MEETINGS OF UNITHOLDERS AND MANAGEMENT NOTICE IS HEREBY GIVEN THAT Mackenzie Financial Corporation (“Mackenzie”) will hold a special meeting each, ( a “Special Meeting”) of the investors in the series of each of Mackenzie Ivy Foreign Equity Fund, Mackenzie US All Cap Growth Fund, Mackenzie Canadian Dividend Fund, Mackenzie Canadian Growth Fund, Mackenzie Ivy Global Balanced Fund, Mackenzie Strategic Income Fund, RDSP APPLICATION, MADE EASY Your section-by-section guide to the RDSP Application Form 1 Plan information Select whether this is a new account or will be funded with a transfer from an existing RDSP. WWW2.MACKENZIEFINANCIAL.COM No securities regulatory authority has expressed an opinion about these securities, and it is an offence to claim otherwise. PROSPECTUS . Continuous Distribution April 23, 2021 Th INVESTMENT STRATEGY TEAM Investment Strategy Team Currency update CAD Brent Joyce, CFA Investment Strategist Justin Truong, CFA Manager, Investment Strategy Canadian dollar 2021 forecast = US$0.83 / CAD$1.20 ANNEX A - ADDITIONAL BENEFICIARIES - MACKENZIE INVESTMENTS ESDC SDE 0093-A (2017-05) E ANNEX A - Additional Beneficiaries. Page 1 of 1. Ce formulaire est disponible en français. Emploi et Développement social Canada GIVE YOUR CHILDREN THE EDUCATION THEY WILL NEED THROUGH (siblings are brothers and sisters including half brothers, half sisters, adopted and step children). For the Quebec Education Savings Incentive (QESI), I represent and warrant that the beneficiaries’ province of residence for tax purposes is as indicated under the address below and I agree to APPLICATION FOR: CANADA DISABILITY SAVINGS GRANT AND/OR ESDC EMP5608 (2015-01-001) E Page 1 of 3 Emploi et PROTECTED WHEN COMPLETED - B Développement social Canada Employment and Social Development Canada (Personal Information bank: PPU 038) APPLICATION FOR: Canada Disability Savings Grant and/or Canada Disability SavingsBond
SERIES T CALCULATOR
SERIES T INVESTMENT VALUE. This chart shows value of your Series T investment over time. Also displayed is the cumulative cash flow realized by the investment as well as the Adjusted Cost Base (ACB) that declines as a result of the monthly tax-deferredMACKENZIE FINANCIAL
Mackenzie Tax and Estate Planner requires Adobe Flash Player, a freebrowser plug-in.
MACKENZIE FINANCIAL
Mackenzie Open Architecture Service requires Adobe Flash Player, a free browser plug-in. NOTICE OF SPECIAL MEETINGS OF UNITHOLDERS AND MANAGEMENT NOTICE IS HEREBY GIVEN THAT Mackenzie Financial Corporation (“Mackenzie”) will hold a special meeting each, ( a “Special Meeting”) of the investors in the series of each of Mackenzie Ivy Foreign Equity Fund, Mackenzie US All Cap Growth Fund, Mackenzie Canadian Dividend Fund, Mackenzie Canadian Growth Fund, Mackenzie Ivy Global Balanced Fund, Mackenzie Strategic Income Fund, RDSP APPLICATION, MADE EASY Your section-by-section guide to the RDSP Application Form 1 Plan information Select whether this is a new account or will be funded with a transfer from an existing RDSP. WWW2.MACKENZIEFINANCIAL.COM No securities regulatory authority has expressed an opinion about these securities, and it is an offence to claim otherwise. PROSPECTUS . Continuous Distribution April 23, 2021 Th INVESTMENT STRATEGY TEAM Investment Strategy Team Currency update CAD Brent Joyce, CFA Investment Strategist Justin Truong, CFA Manager, Investment Strategy Canadian dollar 2021 forecast = US$0.83 / CAD$1.20 ANNEX A - ADDITIONAL BENEFICIARIES - MACKENZIE INVESTMENTS ESDC SDE 0093-A (2017-05) E ANNEX A - Additional Beneficiaries. Page 1 of 1. Ce formulaire est disponible en français. Emploi et Développement social Canada GIVE YOUR CHILDREN THE EDUCATION THEY WILL NEED THROUGH (siblings are brothers and sisters including half brothers, half sisters, adopted and step children). For the Quebec Education Savings Incentive (QESI), I represent and warrant that the beneficiaries’ province of residence for tax purposes is as indicated under the address below and I agree to APPLICATION FOR: CANADA DISABILITY SAVINGS GRANT AND/OR ESDC EMP5608 (2015-01-001) E Page 1 of 3 Emploi et PROTECTED WHEN COMPLETED - B Développement social Canada Employment and Social Development Canada (Personal Information bank: PPU 038) APPLICATION FOR: Canada Disability Savings Grant and/or Canada Disability SavingsBond
MACKENIE CUNDI VAUE CASS 2020 $ Mar. 31. 2020 (Audited) $ ASSETS Current assets; Investments at fair value. 138,732 : 146,074 . Cash and cash equivalents – – Dividends receivable TAX-FREE SAVINGS ACCOUNT APPLICATION For a Systematic Withdrawal on a TFSA I may instruct you in writing to: (a) change the frequency of the options permitted, (b) change the amount of payment, or (c) redeem sufficient securities to provide me with additional payment SYMMETRY GROWTH PORTFOLIO SYMMETRY GROWTH PORTFOLIO ANNUAL AUDITED FINANCIAL STATEMENTS | March 31, 2020 MANAGED ASSET PORTFOLIO In preparing the financial statements, management is responsible for assessing the Fund’s ability to continue as a going concern, disclosing, as applicable,matters related to
MACKENIE GLOBAL GROWTH CLASS 644,673 : Cash and cash equivalents. 23,756 : 58,395 . Dividends receivable: 339 . 252 : Accounts receivable for investments sold – 20,595 . Accounts receivable for MACKENZIE CANADIAN MONE MARKET FUND Bank of Montreal F/R 10-14-2020 Canada Corporate - Non Convertible 19,030,000 19,030 19,030 MACKENIE STRATEGIC INCOME CLASS BALANCED FUND MACKENIE STRATEGIC INCOME CLASS Recent Developments The duration and long-term impact of the novel coronavirus (COVID-19)pandemic on
TRANSFER AUTHORIZATION FOR REGISTERED & NON-REGISTERED If Yes: Locked-In: No. Yes . If yes, locked-in confirmation attached Locked-in funds: $ _____ Governing legislation _____ The default is “unisex;” if sex-distinct For Plans governed by Manitoba PBA, if Death Benefit waiver attached MACKENZIE EDUCATION SAVINGS PLANS WITHDRAWALS 1102857 10/19. Beneficiary. A Beneficiary under a Registered Education Savings Plan is an individual named by the subscriber who will receive Educational Assistance Payments if the individual SYMMETRY FIED INCOME PORTFOLIO SYMMETRY FIED INCOME PORTFOLIO MANAGED ASSET PORTFOLIO These Interim Unaudited Financial Statements do not contain the Interim ManagementReport
ANNEX B – PRIMARY CAREGIVER ESDC EMP5610 (2015-01-001) E Page 1 of 2 Emploi et PROTECTED WHEN COMPLETED - B Développement social Canada Employment and Social Development Canada (Personal Information bank: PPU 038) APPLICATION: Canada Disability Savings Grant and/or Canada Disability Savings BondSERIES T CALCULATOR
SERIES T INVESTMENT VALUE. This chart shows value of your Series T investment over time. Also displayed is the cumulative cash flow realized by the investment as well as the Adjusted Cost Base (ACB) that declines as a result of the monthly tax-deferredMACKENZIE FINANCIAL
Mackenzie Tax and Estate Planner requires Adobe Flash Player, a freebrowser plug-in.
MACKENZIE FINANCIAL
Mackenzie Open Architecture Service requires Adobe Flash Player, a free browser plug-in. NOTICE OF SPECIAL MEETINGS OF UNITHOLDERS AND MANAGEMENT NOTICE IS HEREBY GIVEN THAT Mackenzie Financial Corporation (“Mackenzie”) will hold a special meeting each, ( a “Special Meeting”) of the investors in the series of each of Mackenzie Ivy Foreign Equity Fund, Mackenzie US All Cap Growth Fund, Mackenzie Canadian Dividend Fund, Mackenzie Canadian Growth Fund, Mackenzie Ivy Global Balanced Fund, Mackenzie Strategic Income Fund, RDSP APPLICATION, MADE EASY Your section-by-section guide to the RDSP Application Form 1 Plan information Select whether this is a new account or will be funded with a transfer from an existing RDSP. WWW2.MACKENZIEFINANCIAL.COM No securities regulatory authority has expressed an opinion about these securities, and it is an offence to claim otherwise. PROSPECTUS . Continuous Distribution April 23, 2021 Th INVESTMENT STRATEGY TEAM Investment Strategy Team Currency update CAD Brent Joyce, CFA Investment Strategist Justin Truong, CFA Manager, Investment Strategy Canadian dollar 2021 forecast = US$0.83 / CAD$1.20 ANNEX A - ADDITIONAL BENEFICIARIES - MACKENZIE INVESTMENTS ESDC SDE 0093-A (2017-05) E ANNEX A - Additional Beneficiaries. Page 1 of 1. Ce formulaire est disponible en français. Emploi et Développement social Canada GIVE YOUR CHILDREN THE EDUCATION THEY WILL NEED THROUGH (siblings are brothers and sisters including half brothers, half sisters, adopted and step children). For the Quebec Education Savings Incentive (QESI), I represent and warrant that the beneficiaries’ province of residence for tax purposes is as indicated under the address below and I agree to APPLICATION FOR: CANADA DISABILITY SAVINGS GRANT AND/OR ESDC EMP5608 (2015-01-001) E Page 1 of 3 Emploi et PROTECTED WHEN COMPLETED - B Développement social Canada Employment and Social Development Canada (Personal Information bank: PPU 038) APPLICATION FOR: Canada Disability Savings Grant and/or Canada Disability SavingsBond
SERIES T CALCULATOR
SERIES T INVESTMENT VALUE. This chart shows value of your Series T investment over time. Also displayed is the cumulative cash flow realized by the investment as well as the Adjusted Cost Base (ACB) that declines as a result of the monthly tax-deferredMACKENZIE FINANCIAL
Mackenzie Tax and Estate Planner requires Adobe Flash Player, a freebrowser plug-in.
MACKENZIE FINANCIAL
Mackenzie Open Architecture Service requires Adobe Flash Player, a free browser plug-in. NOTICE OF SPECIAL MEETINGS OF UNITHOLDERS AND MANAGEMENT NOTICE IS HEREBY GIVEN THAT Mackenzie Financial Corporation (“Mackenzie”) will hold a special meeting each, ( a “Special Meeting”) of the investors in the series of each of Mackenzie Ivy Foreign Equity Fund, Mackenzie US All Cap Growth Fund, Mackenzie Canadian Dividend Fund, Mackenzie Canadian Growth Fund, Mackenzie Ivy Global Balanced Fund, Mackenzie Strategic Income Fund, RDSP APPLICATION, MADE EASY Your section-by-section guide to the RDSP Application Form 1 Plan information Select whether this is a new account or will be funded with a transfer from an existing RDSP. WWW2.MACKENZIEFINANCIAL.COM No securities regulatory authority has expressed an opinion about these securities, and it is an offence to claim otherwise. PROSPECTUS . Continuous Distribution April 23, 2021 Th INVESTMENT STRATEGY TEAM Investment Strategy Team Currency update CAD Brent Joyce, CFA Investment Strategist Justin Truong, CFA Manager, Investment Strategy Canadian dollar 2021 forecast = US$0.83 / CAD$1.20 ANNEX A - ADDITIONAL BENEFICIARIES - MACKENZIE INVESTMENTS ESDC SDE 0093-A (2017-05) E ANNEX A - Additional Beneficiaries. Page 1 of 1. Ce formulaire est disponible en français. Emploi et Développement social Canada GIVE YOUR CHILDREN THE EDUCATION THEY WILL NEED THROUGH (siblings are brothers and sisters including half brothers, half sisters, adopted and step children). For the Quebec Education Savings Incentive (QESI), I represent and warrant that the beneficiaries’ province of residence for tax purposes is as indicated under the address below and I agree to APPLICATION FOR: CANADA DISABILITY SAVINGS GRANT AND/OR ESDC EMP5608 (2015-01-001) E Page 1 of 3 Emploi et PROTECTED WHEN COMPLETED - B Développement social Canada Employment and Social Development Canada (Personal Information bank: PPU 038) APPLICATION FOR: Canada Disability Savings Grant and/or Canada Disability SavingsBond
MACKENIE CUNDI VAUE CASS 2020 $ Mar. 31. 2020 (Audited) $ ASSETS Current assets; Investments at fair value. 138,732 : 146,074 . Cash and cash equivalents – – Dividends receivable TAX-FREE SAVINGS ACCOUNT APPLICATION For a Systematic Withdrawal on a TFSA I may instruct you in writing to: (a) change the frequency of the options permitted, (b) change the amount of payment, or (c) redeem sufficient securities to provide me with additional payment SYMMETRY GROWTH PORTFOLIO SYMMETRY GROWTH PORTFOLIO ANNUAL AUDITED FINANCIAL STATEMENTS | March 31, 2020 MANAGED ASSET PORTFOLIO In preparing the financial statements, management is responsible for assessing the Fund’s ability to continue as a going concern, disclosing, as applicable,matters related to
MACKENIE GLOBAL GROWTH CLASS 644,673 : Cash and cash equivalents. 23,756 : 58,395 . Dividends receivable: 339 . 252 : Accounts receivable for investments sold – 20,595 . Accounts receivable for MACKENZIE CANADIAN MONE MARKET FUND Bank of Montreal F/R 10-14-2020 Canada Corporate - Non Convertible 19,030,000 19,030 19,030 MACKENIE STRATEGIC INCOME CLASS BALANCED FUND MACKENIE STRATEGIC INCOME CLASS Recent Developments The duration and long-term impact of the novel coronavirus (COVID-19)pandemic on
TRANSFER AUTHORIZATION FOR REGISTERED & NON-REGISTERED If Yes: Locked-In: No. Yes . If yes, locked-in confirmation attached Locked-in funds: $ _____ Governing legislation _____ The default is “unisex;” if sex-distinct For Plans governed by Manitoba PBA, if Death Benefit waiver attached MACKENZIE EDUCATION SAVINGS PLANS WITHDRAWALS 1102857 10/19. Beneficiary. A Beneficiary under a Registered Education Savings Plan is an individual named by the subscriber who will receive Educational Assistance Payments if the individual SYMMETRY FIED INCOME PORTFOLIO SYMMETRY FIED INCOME PORTFOLIO MANAGED ASSET PORTFOLIO These Interim Unaudited Financial Statements do not contain the Interim ManagementReport
ANNEX B – PRIMARY CAREGIVER ESDC EMP5610 (2015-01-001) E Page 1 of 2 Emploi et PROTECTED WHEN COMPLETED - B Développement social Canada Employment and Social Development Canada (Personal Information bank: PPU 038) APPLICATION: Canada Disability Savings Grant and/or Canada Disability Savings BondSERIES T CALCULATOR
SERIES T INVESTMENT VALUE. This chart shows value of your Series T investment over time. Also displayed is the cumulative cash flow realized by the investment as well as the Adjusted Cost Base (ACB) that declines as a result of the monthly tax-deferredMACKENZIE FINANCIAL
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MACKENZIE FINANCIAL
Mackenzie Open Architecture Service requires Adobe Flash Player, a free browser plug-in. NOTICE OF SPECIAL MEETINGS OF UNITHOLDERS AND MANAGEMENT NOTICE IS HEREBY GIVEN THAT Mackenzie Financial Corporation (“Mackenzie”) will hold a special meeting each, ( a “Special Meeting”) of the investors in the series of each of Mackenzie Ivy Foreign Equity Fund, Mackenzie US All Cap Growth Fund, Mackenzie Canadian Dividend Fund, Mackenzie Canadian Growth Fund, Mackenzie Ivy Global Balanced Fund, Mackenzie Strategic Income Fund, RDSP APPLICATION, MADE EASY Your section-by-section guide to the RDSP Application Form 1 Plan information Select whether this is a new account or will be funded with a transfer from an existing RDSP. WWW2.MACKENZIEFINANCIAL.COM No securities regulatory authority has expressed an opinion about these securities, and it is an offence to claim otherwise. PROSPECTUS . Continuous Distribution April 23, 2021 Th INVESTMENT STRATEGY TEAM Investment Strategy Team Currency update CAD Brent Joyce, CFA Investment Strategist Justin Truong, CFA Manager, Investment Strategy Canadian dollar 2021 forecast = US$0.83 / CAD$1.20 ANNEX A - ADDITIONAL BENEFICIARIES - MACKENZIE INVESTMENTS ESDC SDE 0093-A (2017-05) E ANNEX A - Additional Beneficiaries. Page 1 of 1. Ce formulaire est disponible en français. Emploi et Développement social Canada GIVE YOUR CHILDREN THE EDUCATION THEY WILL NEED THROUGH (siblings are brothers and sisters including half brothers, half sisters, adopted and step children). For the Quebec Education Savings Incentive (QESI), I represent and warrant that the beneficiaries’ province of residence for tax purposes is as indicated under the address below and I agree to APPLICATION FOR: CANADA DISABILITY SAVINGS GRANT AND/OR ESDC EMP5608 (2015-01-001) E Page 1 of 3 Emploi et PROTECTED WHEN COMPLETED - B Développement social Canada Employment and Social Development Canada (Personal Information bank: PPU 038) APPLICATION FOR: Canada Disability Savings Grant and/or Canada Disability SavingsBond
SERIES T CALCULATOR
SERIES T INVESTMENT VALUE. This chart shows value of your Series T investment over time. Also displayed is the cumulative cash flow realized by the investment as well as the Adjusted Cost Base (ACB) that declines as a result of the monthly tax-deferredMACKENZIE FINANCIAL
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MACKENZIE FINANCIAL
Mackenzie Open Architecture Service requires Adobe Flash Player, a free browser plug-in. NOTICE OF SPECIAL MEETINGS OF UNITHOLDERS AND MANAGEMENT NOTICE IS HEREBY GIVEN THAT Mackenzie Financial Corporation (“Mackenzie”) will hold a special meeting each, ( a “Special Meeting”) of the investors in the series of each of Mackenzie Ivy Foreign Equity Fund, Mackenzie US All Cap Growth Fund, Mackenzie Canadian Dividend Fund, Mackenzie Canadian Growth Fund, Mackenzie Ivy Global Balanced Fund, Mackenzie Strategic Income Fund, RDSP APPLICATION, MADE EASY Your section-by-section guide to the RDSP Application Form 1 Plan information Select whether this is a new account or will be funded with a transfer from an existing RDSP. WWW2.MACKENZIEFINANCIAL.COM No securities regulatory authority has expressed an opinion about these securities, and it is an offence to claim otherwise. PROSPECTUS . Continuous Distribution April 23, 2021 Th INVESTMENT STRATEGY TEAM Investment Strategy Team Currency update CAD Brent Joyce, CFA Investment Strategist Justin Truong, CFA Manager, Investment Strategy Canadian dollar 2021 forecast = US$0.83 / CAD$1.20 ANNEX A - ADDITIONAL BENEFICIARIES - MACKENZIE INVESTMENTS ESDC SDE 0093-A (2017-05) E ANNEX A - Additional Beneficiaries. Page 1 of 1. Ce formulaire est disponible en français. Emploi et Développement social Canada GIVE YOUR CHILDREN THE EDUCATION THEY WILL NEED THROUGH (siblings are brothers and sisters including half brothers, half sisters, adopted and step children). For the Quebec Education Savings Incentive (QESI), I represent and warrant that the beneficiaries’ province of residence for tax purposes is as indicated under the address below and I agree to APPLICATION FOR: CANADA DISABILITY SAVINGS GRANT AND/OR ESDC EMP5608 (2015-01-001) E Page 1 of 3 Emploi et PROTECTED WHEN COMPLETED - B Développement social Canada Employment and Social Development Canada (Personal Information bank: PPU 038) APPLICATION FOR: Canada Disability Savings Grant and/or Canada Disability SavingsBond
MACKENIE CUNDI VAUE CASS 2020 $ Mar. 31. 2020 (Audited) $ ASSETS Current assets; Investments at fair value. 138,732 : 146,074 . Cash and cash equivalents – – Dividends receivable TAX-FREE SAVINGS ACCOUNT APPLICATION For a Systematic Withdrawal on a TFSA I may instruct you in writing to: (a) change the frequency of the options permitted, (b) change the amount of payment, or (c) redeem sufficient securities to provide me with additional payment SYMMETRY GROWTH PORTFOLIO SYMMETRY GROWTH PORTFOLIO ANNUAL AUDITED FINANCIAL STATEMENTS | March 31, 2020 MANAGED ASSET PORTFOLIO In preparing the financial statements, management is responsible for assessing the Fund’s ability to continue as a going concern, disclosing, as applicable,matters related to
MACKENIE GLOBAL GROWTH CLASS 644,673 : Cash and cash equivalents. 23,756 : 58,395 . Dividends receivable: 339 . 252 : Accounts receivable for investments sold – 20,595 . Accounts receivable for MACKENZIE CANADIAN MONE MARKET FUND Bank of Montreal F/R 10-14-2020 Canada Corporate - Non Convertible 19,030,000 19,030 19,030 MACKENIE STRATEGIC INCOME CLASS BALANCED FUND MACKENIE STRATEGIC INCOME CLASS Recent Developments The duration and long-term impact of the novel coronavirus (COVID-19)pandemic on
TRANSFER AUTHORIZATION FOR REGISTERED & NON-REGISTERED If Yes: Locked-In: No. Yes . If yes, locked-in confirmation attached Locked-in funds: $ _____ Governing legislation _____ The default is “unisex;” if sex-distinct For Plans governed by Manitoba PBA, if Death Benefit waiver attached MACKENZIE EDUCATION SAVINGS PLANS WITHDRAWALS 1102857 10/19. Beneficiary. A Beneficiary under a Registered Education Savings Plan is an individual named by the subscriber who will receive Educational Assistance Payments if the individual SYMMETRY FIED INCOME PORTFOLIO SYMMETRY FIED INCOME PORTFOLIO MANAGED ASSET PORTFOLIO These Interim Unaudited Financial Statements do not contain the Interim ManagementReport
ANNEX B – PRIMARY CAREGIVER ESDC EMP5610 (2015-01-001) E Page 1 of 2 Emploi et PROTECTED WHEN COMPLETED - B Développement social Canada Employment and Social Development Canada (Personal Information bank: PPU 038) APPLICATION: Canada Disability Savings Grant and/or Canada Disability Savings BondSkip Navigation
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Are you looking for... GIVING BACK MADE EASY: Charitable Giving Workshop Advisor-only webinar on June 8 at 1 pm ETLearn more
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MACKENZIE UNCONSTRAINED BOND ETF (MUB) Minimizes volatility from interest rates or widening credit spreads by tactically adjusting the underlying holdings in the portfolio.Learn more
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This is a modal window. This modal can be closed by pressing the Escape key or activating the close button. NEW PODCAST: A DEEP DIVE ON CONSTRUCTING PRIVATE CREDIT PORTFOLIOS Featuring David Ross, Managing Director, Head of Private Credit, Northleaf Capital PartnersLearn more
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ANNOUNCING OUR CORPORATE CLASS WIND-UP On May 20, 2021, Mackenzie Investments announced the intention of winding-up Mackenzie Financial Capital Corporation, including its suite of 34 Corporate Class funds, effective July 30, 2021.Read more
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WHY INVEST IN CHINA A SHARES NOW? Eri Gjoka from our ETF team shares insights on the opportunity inChinese equities.
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THE GROWTH IN DIY INVESTORS AND THE COMMON MISTAKES THEY NEED TOAVOID
ETF Strategist Laurent Boukobza shares three potential issues DIYinvestors face.
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ADVISOR TOOLS & CALCULATORS View All Tools & Calculators HARNESS THE POWER OF PRECISION ANALYTICS Canada’s universe of mutual funds and ETFs can be overwhelming. Precision Analytics’ unbiased insights and analysis empower you build portfolios with confidence. Explore Precision nowLearn more
APPLICATIONS AND FORMS View all applications & forms * RESP Withdrawal Form * RDSP Application Form * Multi-Plan Application * RESP Government Grant Application Form (SDE0093) * Canada Disability Savings Grant and/or Canada... (EMP5608) * Registered Transfer Authorization Form (TARI) * RESP – Family Plan Application * Annex A – Additional Beneficiaries Application (SDE0093-A) * Annex B – Primary Caregiver Application for... (EMP5610) * Tax-Free Savings Account Application 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.* Quick links
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