Business building by Mackenzie Practice Management

Grow your business and expertise with business building resources.

These materials are designed to help enhance your practice, build and nuture client relationships and take your financial advisory skills to the next level.

Building your business

Whether you're looking to grow, sustain or transition your business, showcasing your value and services is important. In this section you can find toolkits aimed to help you understand business-building strategies and implement them into your own practice.

Fee-based Toolkit

This toolkit is designed to help you assess and guide you when considering a transition to a fee-based practice.

Building client relationships

Your business relies on communicating and building trust with your clients. It's more than choosing the right investments - it's about understanding your clients' current and future needs and educating them to make the right choices when it comes to reaching their goals. In this section you will find toolkits to help you build strong relationships with clients through any stage of life.

Building yourself

Whether you're leading a team or your clients, it's important to build the skills necessary to create an impact. In this section we provide insights that can help improve your ability to lead a client or team through anything that comes up.

Education Center

Practice Management Team


Rachel Martin, MA
Assistant Vice President, Practice Management Team at Mackenzie Investments

Rachel Martin, MA is the Assistant Vice President of Practice Management at Mackenzie Investments. She holds a Master of Leadership and Organizational Behaviour degree from the University of Guelph. Her advanced learnings also include Women in Leadership, Coaching for Leaders, and Foundations of Business Analysis.

With over 10 years of experience in the industry, Rachel provides thought leadership and works closely with thousands of advisors in various distribution channels across Canada. Rachel’s speciality is working with advisors on business development, leadership, and technology. In addition to coaching and consulting, she is invited regularly as a keynote speaker at financial industry dealer conferences.

Shazia Siddiqi
Director, Practice Management Team at Mackenzie Investments

Shazia Siddiqi is the Director of Practice Management at Mackenzie Investments. She holds a bachelor’s degree in Economics from Concordia University in Montreal. With over 20 years of industry experience, Shazia provides thought leadership around business development, relationship building, wealth management and portfolio modeling for Financial Advisors across Canada. In addition to working with advisors, she is also a speaker at conferences within the industry. She brings a passion for the area of personal and business performance and unlocking the keys to success that help advisors commit to focused action and achieve their goals.  

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.