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Drive success with our free online tools like the Precision Analytics platform and calculators designed for advisors. 

Precision Analytics

Harness the power of Precision Analytics

Canada’s universe of mutual funds and ETFs can be overwhelming. Precision Analytics’ unbiased insights and analysis empower you build portfolios with confidence.

Retirement Illustrator

Use this illustrator to show your clients how combining portfolio building blocks can help to provide the income, growth and risk mitigation they are looking for.

Mackenzie Series T Calculator

The Mackenzie Series T Calculator helps you illustrate the many benefits of Series T compared to traditional systematic withdrawal plans.

Client Materials

Insight PDf

Investing 101

Our investor friendly guide includes an overview of investment options, retirement planning, tips for saving and budgeting.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.