Samiksha Jaiswal (Editor)

Mackenzie Investments

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Industry
  
Financial Services

Headquarters
  
Toronto, Canada

Founded
  
1967

Number of employees
  
1,000

Founder
  
Alex Christ

Parent organization
  
IGM Financial

Mackenzie Investments httpswwwmackenzieinvestmentscomsitelogosma

Type
  
Private (subsidiary of IGM Financial Inc.)

Number of locations
  
Vancouver, BC Montreal, QC Calgary, AB

Key people
  
Barry McInerney (President & CEO) Tony Elavia (Executive VP & Chief Investment Officer) Geoff Creighton (Senior VP, General Counsel and Secretary & Chief Compliance officer for IGM Financial Inc.) Brian Gooding (Executive VP, Head of Distribution) Luke Gould (Senior VP and CFO) David Faassen (Senior VP, Marketing) Michael Schnitman (Senior VP, Product)

Products
  
Mutual funds Group Plans Structured Products Private Client Program Segregated Funds Managed Asset Programs other Investment Products

CEO
  
Barry McInerney (6 May 2016–)

Subsidiaries
  
Mackenzie Investments Pte. Ltd.

Profiles

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Canadian business spotlight mackenzie investments with hal roberts


Mackenzie Investments was founded in 1967 and is one of Canada’s largest investment management firms by assets under management. Mackenzie Investments provides investment advisory and related services for retail and institutional clients. With $64.4 billion in assets under management, Mackenzie Investments distributes its services through a diversified network of third-party financial advisors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's largest financial services companies by assets with over $141 billion in total assets under management. (Note: All figures as of June 30, 2014)

Contents

Mackenzie investments opens toronto stock exchange april 28 2016


History

  • 1967 - Mackenzie Investments was founded by Alex Christ
  • 1967 - Mackenzie Investments created company's first mutual fund, the Industrial Growth Fund (later renamed Mackenzie Growth Fund)
  • 1973 - Mackenzie Investments went public with a listing on the TSX
  • 1977 - Mackenzie Investments bought a stake in Universal Group of Funds
  • 1992 - Mackenzie Investments acquired Ivy Management Inc
  • 1993 - Mackenzie Investments acquired the balance of Universal Group of Funds
  • 1998 - Mackenzie Investments acquired Cundill Funds Inc
  • 2001 - Mackenzie Investments was acquired by Investors Group to create IGM Financial
  • 2006 - Mackenzie Investments acquires Cundill Investment Research Ltd. and its affiliates (The Cundill Group)
  • 2008 - Mackenzie Investments acquired Howson Tattersall Investment Counsel and the Saxon Group of Mutual Funds
  • 2011 - Mackenzie Investments announces that it has reached an agreement with B2B Trust, a subsidiary of Laurentian Bank under which B2B Trust will acquire the MRS Companies (MRS Trust, MRS Inc and MRS Securities Inc.) The transaction is expected to close in November 2011 subject to applicable regulatory notifications and approvals.
  • 2012 - Mackenzie Investments completes the sale of the MRS Companies (MRS Trust, MRS Inc and MRS Securities Inc.) to B2B Trust, a subsidiary of Laurentian Bank
  • 2013 - Mackenzie Investments announced a proposal to simplify and restructure its product offering through the renaming and merger of several funds as well as the amendment of investment objectives for additional funds. Further, several fund brands will be eliminated.

    • Mackenzie Investments in the Community

    The Mackenzie Investments Charitable Foundation was established in 1999, funded with an endowed gift of $2.3 million from Mackenzie Investments. The Foundation is an employee-driven, non-profit organization that coordinates community giving and donation activities on behalf of the Mackenzie Group of Companies. The Foundation is funded by donations from Mackenzie Investments' employees, clients and the Corporation.

    References

    Mackenzie Investments Wikipedia
    (Text) CC BY-SA