New retiree realities call for new retirement portfolios

Mackenzie Investments’ new proprietary retirement experience can help.

Introducing Retirement RE: Constructed

Retirement offers a massive opportunity for advisors: $3.7 trillion (two-thirds of Canadians’ financial wealth) is controlled by retirees or near-retirees. This is forecast to reach $6.4 trillion by 2030.1

Our proprietary experience helps you tap into that opportunity by matching investors’ top six retirement needs with a corresponding Mackenzie Investments solution and expert.

Partner with us to see how it works

Identify

Identify your clients’ needs from the six needs listed below.

Partner

Partner with our experts to customize a Mackenzie Investments solution that’s right for your clients.

Start

Start the process to RE: Construct your clients’ retirement income portfolios.

Let’s get started

Our proprietary research shows clients have six key needs when it comes to their retirement. Start by identifying your client’s needs from the list below. 

RE: Frame the retirement conversation

71% of Canadians don’t know what to expect when they retire.2 We can help.

RE: Evaluate the retirement income stream

66% of retired Canadians are not confident about where their retirement income will come from.3 We can help.

RE: Think retirement tax planning

78% of retired Canadians are not confident about managing their taxes once retire​d.4 We can help.

RE: Examine retirement estate and legacy planning

46% of investors want estate and legacy planning support from their advisor.5 We can help.

RE: Construct the retirement income portfolio

71% of Canadians think retirement investments should be safe, not grow.6 Now they don’t need to choose. 

RE: Master retirement education

90% of retired clients will consolidate their assets with one advisor.7 We can help you be the consolidator. 

Reach out to your Mackenzie Investments sales team

Learn how we can help you protect and grow your business by providing outcome-oriented solutions for every stage of your client’s unique retirement journey.

Sources

1 Investor Economics Household Balance Sheet 2021.

2 Polara strategic insights retirement research report, July 2021.

3 Polara strategic insights retirement research report, July 2021.

4 Polara strategic insights retirement research report, July 2021.

5 Power Corp study 2018.

6 Polara strategic insights retirement research report, July 2021.

7 Advisor’s Edge: Canada Life Risk-Managed Portfolios offer a managed solution for a smoother investor experience.

 

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