Mackenzie PRIVATE CLIENT PROGRAM

Tax & Estate Planning Services

A complete wealth management solution integrates top quality portfolio management with professional tax and estate planning suggestions. The Private Client Group has retained Mackenzie’s Tax & Estate Planning Services to provide sensible wealth management ideas to Mackenzie Private Client Group investors.

Mackenzie Private Client Group clients are offered the opportunity to receive a complimentary, personal Tax and Estate Summary Report containing guidance on the tax implications of investment activities, potential strategies to reduce their tax bill, estate planning suggestions, a general discussion of insurance needs, and much more. This report is based on a detailed questionnaire and is prepared by Mackenzie’s Tax & Estate Planning Services.