Advisor Guide This guide provides the information you need to understand group plan basics and to build your business.
Employer Guide Group plans are an important part of an attractive total compensation package and are the key to attracting top talent.
Frequently asked questions If you’re new to group plans, you’re bound to have questions. We have your answers.
Getting started with Mackenzie Group Plans A step-by-step guide to group plans, from prospecting and qualifying potential sponsors, to plan opening and maintenance.
Quick Reads – One-pager Marketing Materials Group Tax-Free Savings Account (TFSA) one pager Group Registered Retirement Savings Plans (Group RRSP) one pager Deferred Profit Sharing Plans (DPSP) one pager Group RRSPs: The Extra Edge one pager
Defined Contribution Registered Pension Plan and Deferred Profit Sharing Plan member application form
Mackenzie Group Plans support team Telephone: 1-800-665-0513 Hours: Monday to Friday 8:30 am to 6 pm (ET) Email: groupadmin@mackenzieinvestments.com Fax: 1-866-766-6623