Mackenzie | Private Client Program

1. Investor Profile Questionnaire Identifies your investment profile using a comprehensive questionnaire Establishes your requirement for growth and/or income and assesses your risk preferences

2. Equity Weight Recommendation Private Client Group recommends optimal equity weighting 2.5% increments allow fine-tuning of asset mix to objectives

3. Investment Policy Statement A comprehensive Investment Policy Statement provides a clear understanding of the guidelines covering the management of your account and guides the overall investment strategy

4. Monitoring and Reporting Your portfolio is closely monitored and rebalanced when necessary You receive a state-of-the-art quarterly report which includes market commentaries, transactions, portfolio holdings and performance reporting with comparison to industry benchmarks Option of consolidated statement for all constituent accounts Comprehensive tax information issued after year-end (if applicable)

5. Private Client Tax and Estate Planning Services Option to receive a personal Tax and Estate Summary Report covering major issues affecting your overall tax and estate situation