Insights & Education

Designed to be your go-to destination for our latest thought leadership.

Insights

alt

What’s in store for 2024?

Get the advice you need to navigate investor portfolios in 2024.

Podcast

Mackenzie FuturePath Podcast Series

Hear from our experts on what’s happening in the markets, key announcements and product insights in this weekly podcast series built exclusively for Primerica.

Helpful resources

Investing 101

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

Account for the real return of a GIC

When choosing your investment, it is crucial to evaluate your options through the lens of real return. Sometimes, the low-risk path may end up working against you.

Understanding mutual funds

A straightforward explanation of how mutual funds work, including their advantages, how they provide immediate diversification and how they may help your clients’ money grow.

The fixed income fundamentals series

Investor’s guide to market volatility

A concise look at why markets go up and down, how they have always recovered, and strategies for riding out volatility.

Understanding the basics of investing

The different types of investments available (and their costs), common financial terms explained and the lowdown on risk tolerance.

Understanding active management

A clear explanation of the differences between actively managed and passive investment funds, the advantages of actively managed investments, and the cost differences.

Mackenzie RDSP

Helping Primerica help Canadians with disabilities save for the future

Big data. Information concept. 3D render

Durable growth tailwinds

Energy transition and AI – investing in the enablers of secular change.

Mackenzie's Continuing Education Centre

Your source for continuing education credits.

Mackenzie Events

Browse our selection of live and on-demand webcasts and other events.

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.

This should not be construed as legal, tax or accounting advice.  This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique.  We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate.  There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise.  We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document.  Please consult your own legal and tax advisor.