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Mackenzie Investments

Investment funds have generally been sold on the basis of their attributes: equities, options, mutual funds, debentures, dividends, etc.—terms that can be baffling to many casual investors.

Mackenzie Investments decided to launch a new way of thinking about investments, one that took the perspective of the investor. Mackenzie’s market research determined that investors’ concerns fall into six main categories, which were then built out into an easy-to-remember acronym of LIVE-IT: longevity (people are living longer, which affects their need for savings), income (low interest rates don’t produce significant returns), volatility (markets have been on a rollercoaster for years), estate (people want to hand off their money to the next generation), inflation (today’s savings will lose value) and taxation (people want to pay the minimum).

Goods & Services was hired to develop a brand identity, CMS website and advertising campaign for LIVE-IT

The identity is consumer-friendly, while still sharing a family resemblance to the parent brand.

We worked with the Mackenzie team to develop and implement a CMS website in English and French. The site included controlled information, which was available only to investment advisors, as well as public information, which was available to investors. Our CMS allowed updated information to be added efficiently: with only one upload, each new resource could appear across the entire site in the multiple places where it was required.

The advertising campaign was robust enough to support the launch program and transition into crucial RRSP season—this included print, out-of-home and online ads.

Finally, we collaborated on a marketing plan to ensure that all elements were rolled out in a consistent, on-message and seamless way as the campaign worked through several phases.

We’re pleased to report that, at the inaugural Wealth Professional awards in June 2015, Mackenzie Investments won Advertising Campaign of the Year for the LIVE IT launch.



User-interface design
Digital marketing
Website development
Brand identity, logo & wordmark
Digital design
Brand implementation & production