November 25, 2017 1:39 AM 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: 61
Chief Financial Officer of Funds and Senior Vice President
Compensation as of Fiscal Year 2017.

Mackenzie Financial Corporation Key Developments

Mackenzie Financial Corporation Announces e Launch of Three New Exchange Traded Funds

Mackenzie Financial Corporation announced the launch of three new Exchange Traded Funds (ETFs) that broaden choice, opportunity and diversification for investors. The new ETFs, including an active equity ETF, provide various opportunities to manage interest rate risk, leverage non-traditional asset classes and invest in enhanced global equity diversification including: TSX: MIVG Mackenzie Ivy Global Equity ETF – With 53% of Canadian advisors expecting their clients to increase their international investments in the next two to three years, the Mackenzie Ivy Team brings their unique expertise to the ETF space for the first time, seeking to provide long-term capital growth with international exposure. TSX: MCSB Mackenzie Canadian Short Term Fixed Income ETF – 85% of Canadian investors working with advisors, are interested in how to generate investment income while in retirement. This new ETF, managed by the Mackenzie Fixed Income Team, invests in high quality fixed-income securities with relatively shorter terms to maturity. TSX: MPCF Mackenzie Portfolio Completion ETF – Among Canadian advisors, 87% said it is important to offer clients new and innovative products. This new ETF provides diversification, long-term capital appreciation, and the potential for income by investing primarily in a diversified portfolio of alternative asset class ETFs and currencies. These new Exchange Traded Funds further enhance Mackenzie's breadth of solutions for Canadian advisors and their clients. The initial offering of the following new ETFs has now closed and the ETFs will begin trading on November 22, 2017 on the Toronto Stock Exchange.

Nvestors Group and Mackenzie Investments Announces Executive Changes

IGM Financial Inc. announced that the investment management functions of Investors Group and Mackenzie Investments are joining together to form a single global investment management organization to support both companies. Tony Elavia, executive vice-president and chief investment officer of Mackenzie Investments, will lead the combined team. Jeff Singer, executive vice-president and chief investment officer of Investors Group, had previously indicated his desire to retire and will do so on December 31, 2017. Mr. Singer and Mr. Elavia have been working together on this project since its inception, and they will continue to work closely to ensure a smooth transition.

Mackenzie Financial Corporation Presents at 12th CAIP Quebec & Atlantic, Sep-18-2017

Mackenzie Financial Corporation Presents at 12th CAIP Quebec & Atlantic, Sep-18-2017 . Venue: Hotel PUR Quebec, 395, Rue de la Couronne, Quebec, Quebec, Canada. Speakers: Alain Bergeron, SVP of Investment Mgmt,Head of Alternative Strategies, & Portfolio Mngr.

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