Mackenzie PRIVATE CLIENT PROGRAM

Philanthropic Planning

For many high net worth investors, philanthropy is an integral part of their wealth management plan. The Private Client Program can help clients meet their long-term philanthropic goals through the Mackenzie Charitable Giving Fund.

The Mackenzie Charitable Giving Fund is a donor-advised giving program designed to provide a strategic and focused approach to philanthropy. As well, a Mackenzie Charitable Giving Fund account is considered a qualifying asset to help meet the $500,000 threshold required for participation in the Mackenzie Private Client Program.