December 10, 2016 4:04 PM ET

Capital Markets

Company Overview of Mackenzie Financial Corporation

Company Overview

Mackenzie Financial Corporation is a privately owned investment manager. The firm primarily provides its services to pooled investment vehicles. It also caters to corporations, high net worth individuals, banking and thrift institutions, investment companies, pension and profit sharing plans, other investment advisers, and insurance companies and charitable organizations. It manages separate client focused equity, fixed income, and balanced portfolios. It manages equity, fixed income, and balanced mutual funds, segregated funds, pooled funds, pension funds, and labor sponsored funds for its clients. The firm invests in the public equity and fixed income markets across the globe. For its equi...

180 Queen Street West

Toronto, ON M5V 3K1

Canada

Founded in 1967

Phone:

416-922-2188

Fax:

416-922-7062

Key Executives for Mackenzie Financial Corporation

Chief Executive Officer and President
Senior Vice-President of Finance and Chief Financial Officer
Chief Financial Officer of Funds and Vice President of Fund Administration
Executive Vice President and Chief Investment Officer
Age: 60
Head of Distribution and Executive Vice President
Compensation as of Fiscal Year 2016.

Mackenzie Financial Corporation Key Developments

Mackenzie Financial Corporation, Special/Extraordinary Shareholders Meeting, Nov 25, 2016

Mackenzie Financial Corporation, Special/Extraordinary Shareholders Meeting, Nov 25, 2016.

Mackenzie Investments Introduces Four New Corporate Class Mutual Funds

Mackenzie Financial Corporation announced that it has launched new investment solutions that offer investors more options designed to potentially reduce and defer tax to better reach their investment goals. The firm is adding four new Corporate Class mutual funds, including three popular balanced funds to further strengthen Mackenzie's Corporate Class offerings. The new Corporate Class funds are: Mackenzie Canadian Growth Class: a Fund which offers a company focused investment style that focuses on niche market leaders which are not typical household names. Mackenzie Canadian Growth Balanced Class: a Fund which seeks to deliver long-term growth of capital by investing in high quality companies complemented with a fixed income component. Mackenzie Ivy Canadian Balanced Class: a Fund which seeks to provide long-term growth of capital by mainly investing in the equities of high-quality Canadian-based businesses and includes a portion of fixed income. Mackenzie Ivy Global Balanced Class: a Fund which seeks to provide long-term growth of capital by investing mainly in a select group of high-quality multi-national businesses and includes a portion of fixed income.

Mackenzie Financial Corporation Launches Three Exchange Traded Funds and Three New Mutual Fund Products

Mackenzie Financial Corporation (Mackenzie Investments) announced the launch of three Exchange Traded Funds (ETFs) and three new mutual fund products based on an investment process that offer investors enhanced diversification solutions. The new ETFs and mutual funds give investors the potential to reduce risk concentration, and market bias, and improve risk-adjusted returns. In partnership with TOBAM, an asset manager and index provider, Mackenzie Investments offers exclusively through its mutual funds and ETFs, designed to protect portfolios from structural bias and unmanaged risks often found in cap-weight indices. The mutual funds will be available for sale September 8. The offering of the following three ETFs has closed, and they will begin trading on the Toronto Stock Exchange on September 7, 2016. MWDMackenzie Maximum Diversification All World Developed IndexETF offers long-term capital growth by investing in equity securities of developed world markets; MXU Mackenzie Maximum Diversification All World Developed ex North America Index ETF offers long-term capital growth by investing in equity securities located in developed world markets excluding North America; MEU Mackenzie Maximum Diversification Developed Europe Index ETF: offers long-term capital growth by investing in equity securities of developed European markets. The mutual funds are built with a core investment to the Mackenzie Maximum Diversification Index ETFs and may also invest in other ETFs, or in securities directly, from time to time for active risk management purposes: Mackenzie High Diversification Global Equity Fund: Provides investors with the broadest geographic diversification possible by investing in markets around the world. Mackenzie High Diversification International Equity Fund: Gives investors access to developed markets outside of North America. Mackenzie High Diversification European Equity Fund: Offers opportunities for clients to benefit from the recovery and growth of Europe's economy.

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