MARKETING MATERIALS LIBRARY

 
Mackenzie Investments' Your Time of Life - A milestone guide to money and investment
 
Document Name Audience Type Product Code Updated
  These guides make up Mackenzie Investments’ Your Time of Life series, exploring some of the most common money issues that become priorities at different stages of our lives. We’ve associated these priorities with each decade in age as an illustration, but this is by no means a judgment on what should happen when. We do not expect everyone to stick to any prescribed life schedule. We are simply playing the averages.

The 20s edition is primarily aimed at those who are just starting out – young adults who want to enjoy life but also build a foundation for their financial future.

This 30s edition acknowledges that money – or what may seem like a lack of it – becomes a red hot issue right when you want more out of life, whether that’s a house, a family or simply some financial certainty.

The 40s edition is aimed at those in their peak earning years who are coming to terms with competing financial priorities. The guide provides an overview of financial strategies for 40-plusers to help them reach their goals.

The 50s edition looks at an investor’s financial and lifestyle choices as they get set for retirement.

The guides provide an overview of financial strategies to help investor at each stage of their lives reach their goals and to work effectively with their financial advisor.

To get your copy, speak with your Financial Advisor, or contact Mackenzie Customer Service at
1 800 387-0614 (in Toronto 416 922-3217)

Document Type: Guides,Brochures