Mackenzie Investments

Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services. With $134.8 billion in assets under management as of May 31, 2020, Mackenzie Investments distributes its investment services through multiple distribution channels to both retail and institutional investors. Mackenzie Investments is a member of the IGM Financial Inc., (TSX: IGM) group of companies. IGM Financial is one of Canada‚Äôs premier financial services companies with approximately $142 billion in total assets under management as of July 31, 2020. Visit us at mackenzieinvestments.com.

Company Schedule

Tuesday, September 29, 2020 - 2:40 pm to 3:10 pm EDT Tax Optimization Considerations with ETFs by Prerna Chandak - Vice President of ETF Product & Strategy, Mackenzie Investments Focus: ETFs

Over the past decade, the ETF industry has seen exponential growth in the number of ETFs available and in total assets, fueled by an expanding base of investors incorporating ETFs into their portfolios. ETFs can have varying tax impacts on an investor's portfolio, depending on country of listing, structure of the ETF, and the investor account type. Join Prerna Chandak of Mackenzie Investments to learn more about key tax considerations in using ETFs and how best to optimize your portfolio.

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