DOWNLOAD CURRENT ISSUE

Mackenzie Professional April 2012

Cover: 7 ways to connect with your elderly clients
When the parents of the baby boom generation pass on, they’re expected to leave behind $1 trillion – the largest transfer of wealth in Canadian history. David Solie, the author of How to Say It to Seniors: Closing the Communication Gap with Our Elders, believes many advisors don’t fully understand how to talk to the elderly about their finances, let alone something as sensitive as leaving an inheritance.
Download PDF ↵

Clippings:
China more golden than India, Kodak - the digital pioneer, Europe’s unemployment and a cheap DNA sequencing machine.
Download PDF ↵

Big Picture: “It’s getting better”
Norman Raschkowan, Chief North American Investment Strategist and Team Lead for Maxxum Funds, discusses the increase in investor confidence in 2012. 
Download PDF ↵

Ask the Managers: Explaining high-yield investing to your clients
Putnam’s Paul Scanlon steps back and explains the rationale for investing in high yield.
Download PDF ↵

Mackenzie Cundill Value Fund: Buying fear and selling greed since 1975
A two-page spread of the Cundill Value mountain chart shows how the portfolio managers have followed a strict value investing philosophy since 1975.
Download PDF ↵

Ask the managers: How Saxon Dividend Income stands apart
Hovig Moushian, Saxon Team Lead, discusses how Saxon stands apart from other dividend funds on the market.
Download PDF ↵

Ask the Managers: Accessing growth in the East by investing in the West
Paul Musson, head of the Ivy team, explains how investors can benefit from emerging market growth by owning blue-chip companies based in Europe, the US and Canada.
Download PDF ↵

Tax Talk: Transferring foreign retirement plans to Canada
Find out how you can help simplify your clients’ retirement finances by amalgamating their foreign retirement plans with their Canadian RRSPs.
Download PDF ↵

Ask the Managers: Managing through volatility
Steve Locke, Sentinel Team Lead and co-manager of Mackenzie Sentinel Strategic Income, discusses how they have managed volatility by varying the asset mix in the fund over time.  
Download PDF ↵

Strategy Lab: The 5 C’s: An essential quarterly checklist to keep your business on track
Learn the Five Critical C’s – Clients, Company, Competition, Context and Collaborators – and how they can improve your business. 
Download PDF ↵

:30 Second Review : The courage of Cantor Fitzgerald
Author Edie Lutnick describes how 658 Cantor Fitzgerald families faced the tragedy of 9/11 and beyond in An Unbroken Bond.
Download PDF ↵