Mackenzie Financial (MKFCF)

Company Profile

Mackenzie Financial is a fund manager in Toronto, Ontario with $162.38 bn assets under management.

Company profile

Ticker

MKFCF

Exchange

NASDAQ

Website

www.mackenzieinvestments.com

Location

Ontario, Canada

Fiscal year end

Dec 31

Industry (SIC)

Investment Advice

Ameriprise Financial • Oaktree Capital • Carlyle Group Inc • Apollo Global Management Inc - • Blackstone • Invesco • Franklin Resources • KKR & Co. • Legg Mason • Sculptor Capital Management ...

SEC CIK

0000919859

SEC advisor number

801-25226

FINRA CRD number

110338

AUM ?

$162.38 bn (as of 30 Mar 22)

Accounts

596 (as of 30 Mar 22)

Employees

1,358 (119 investment advisory or research)

Address

Mackenzie Financial
180 QUEEN STREET WEST
TORONTO ONTARIO
A6 M5V 3K1

Office hours

Monday - Friday, 8:30AM TO 5:30PM (EST)

Phone

4169225322

Brochures

2023 Brochure - Mackenzie Financial Corporation (30 Mar 23)

Ownership

Owner	Title	From	%Ownership
Mackenzie Inc.	Corporation	01/2003	> 75%
Power Financial Corporation	Shareholder	04/1940	50-75%
Power Corporation of Canada	Shareholder	12/2008	> 75%
Igm Financial Inc.	Shareholder	08/1978	> 75%
Gavan, Karen, Lynn	Director	05/2007	< 5%
Rountes, Theodoros	Vice-president, Fund Services and Chief Financial Officer, Funds	02/2012	< 5%
Gould, Joseph, Luke Gregoire	Senior Vice-president, Finance and Chief Financial Officer	10/2013	< 5%
the Desmarais Family Residuary Trust	Shareholder	10/2013	50-75%
Plessis-belair, Michel	Trustee	10/2013
Fortin, Guy	Trustee	10/2013
Desmarais, Paul	Trustee	10/2013
Desmarais, Andre	Trustee	10/2013
Mcinerney, Barry, Sean	Director, Chairman, President and Chief Executive Officer	07/2016	< 5%
Boyle, Christopher, Wilson Jay	Senior Vice President, Institutional	01/2017	< 5%
Cooke, Michael, David	Senior Vice President, Head of Exchange Traded Funds	09/2016	< 5%
Bederman, Earl, David	Director	11/2016	< 5%
Goldberg, Rhonda, Suzanne	Executive Vice-president, General Counsel	03/2019	< 5%
Milne, Douglas, Gordon McIntosh	Executive Vice-president, Chief Marketing Strategy Officer	05/2017	< 5%
Dibden, Michael, William	Executive Vice-president, Chief Operating Officer	06/2017	< 5%
Desmarais, Sophie	Trustee	03/2018
Seidler, Gillian, Eloise	Vice-president, Chief Compliance Officer	05/2018	< 5%
Reiter Currie, Cynthia, Ann	Executive Vice-president, Chief Human Resources Officer	09/2018	< 5%
Ashcroft, Kristin, Elizabeth	Senior Vice-president, Product	10/2019	< 5%
Dickey, Ryan, Andrew	Senior Vice-president, Co-head of Retail	09/2020	< 5%
Chateram, Gary, Nathanial	Senior Vice-president, Co-head of Retail	09/2020	< 5%
Locke, Steven, Gregory	Chief Investment Officer, Fixed Income and Multi-asset Strategies	01/2021	< 5%
Marks, Lesley, Carolyn	Chief Investment Officer, Equities	01/2021	< 5%
Bartlett, Naomi, Kim	Director	03/2022	< 5%
Sen, Subhas	Director	03/2022	< 5%
McCuaig, Nancy, Elizabeth	Director	03/2022	< 5%

Ownership

Fund structure	AUM	Fund type
Mackenzie Investments	$162.38 bn
Mackenzie Global Environmental Equity Master Fund (Cayman) LP	$5.17 mm	Other Private Fund
Mackenzie Global Environmental Equity Fund (Cayman) LTD.	$5.17 mm	Other Private Fund