Mackenzie Investments News

TOPIC DATE
Michael Schnitman and Su McVey join Mackenzie Investments as SVP Product and SVP Marketing, respectively 05/16/2014
Mackenzie Investments is pleased to announce two new hires. On June 2, 2014, Michael Schnitman will join the firm as Senior Vice President of Product....  
 
Heartbleed bug: No impact to Mackenzie websites 04/15/2014
This week, news surfaced about the “Heartbleed bug,” an internet security vulnerability impacting systems globally. Macke...  
 
2014 Budget Bulletin – What you need to know 02/12/2014
The Federal Budget was tabled on February 11, 2014. This Budget made no changes to personal or corporate tax rates but covered a number of different a...  
 
Brian Gooding joins Mackenzie Investments as EVP, Head of Distribution 01/22/2014
Mackenzie Investments is pleased to announce that on February 10, 2014, Brian Gooding will join the firm as Executive Vice President, Head of Distribu...  
 
2013 distribution estimates now available for Mackenzie Mutual Funds that are Trust Funds 12/05/2013
Mackenzie Mutual Funds that are Trust Funds will make year-end distributions during the period of December 13 to 31, 2013. Mackenzie Investments has p...  
 
A message to advisors about Series D 11/27/2013

This week, you’ll hear about how Mackenzie Investments is making Series D versions of our mutual funds* available in the discount brokerag...
 
 
Mackenzie Investments meets evolving investor needs with new Private Wealth Program 10/15/2013
TORONTO ­– October 15, 2013 – Mackenzie Investments announced today it is creating an enhanced client experience by l...  
 
Mackenzie Investments continues building investment management strength 09/04/2013
TORONTO ­– September 4, 2013 – Mackenzie Investments announced today that Alain Bergeron has joined the firm as Seni...  
 
Mackenzie Investments provides Cundill team update 07/19/2013
TORONTO ­– July 19, 2013 – Mackenzie Investments announced that effective today, Lawrence Chin joins Andrew Massie on...  
 
Mackenzie Investments names Jeffrey R. Carney as President and CEO 05/03/2013
TORONTO ­– May 3, 2013 – Mackenzie Financial Corporation (Mackenzie Investments) announced today it has named Jeffrey...  
 
Phil Taller and Chuck Bastyr named to Mackenzie Ivy Enterprise mandate 04/23/2013
Mackenzie Investments announces that Phil Taller and Chuck Bastyr have been named portfolio managers on Mackenzie Ivy Enterprise Fund and Class.
 
 
2013 Budget Bulletin – What you need to know 03/26/2013
The Federal Budget was tabled on March 21, 2013. This Budget focused on identifying and closing tax “loopholes” that reduce tax revenues...  
 
2012 Distribution Factors Available for Mackenzie Mutual Funds 02/26/2013
The 2012 distribution fact...  
 
Mackenzie Investments a triple winner at 2013 Lipper® Fund Awards 02/06/2013
Mackenzie Sentinel Income wins fifth year in a row; Mackenzie Ivy Enterprise also a repeat winner

February 6, 2013

Mack...
 
 
RRSP contribution deadline fast approaching 02/06/2013
The RRSP contribution deadline is March 1st, 2013. 

RRSPs are still one of the best ways to invest and save. You won...
 
 
Mackenzie Investments tops the list of FundGrade® A+ Rating™ awards for 2012 02/05/2013
February 5, 2013

 
 
TRIEC recognizes Mackenzie’s mentoring partnership milestone 12/03/2012
December 3, 2012

At a special reception held on November 29 by the Toronto Region Immigrant Employment Council (TRIEC), Mackenzie Investments was r...

 
 
Mackenzie Investments wins best emerging markets equity fund at the Morningstar® Canadian Investment Awards™ 11/29/2012
November 29, 2012

Mackenzie Investments is pleased to announce that the company was a winner at the 2012 Morningstar® Canadian Investment Awards...

 
 
Mackenzie Investments highlights solutions to help investors take control of their financial futures 10/10/2012
October 10, 2012

Mackenzie Investments highlights today three investment solutions to help Canadian investors take...

 
 
Paul Scanlon – Manager Monitor (Morningstar) 08/22/2012
Manager Monitor | 08-17-12 | By Michael Ryval

As someone who has witnessed several cycles in the U.S. high-yield bond mark...
 
 
A staple diet for a conservative global manager 08/09/2012
Encounter | 08-01-12 | By Sonita Horvitch

Paul Musson, head of the Ivy team at Mackenzie Financial Corp., says that leadin...
 
 
The acquisition of Winfund by RPM Technologies has been finalized 07/31/2012
On July 6, 2012, Mackenzie Investments entered into an agreement to sell all shares of Winfund Software Corp., which includes 100% of Winfund s assets...  
 
Mackenzie: Investing in people and communities across Canada 04/27/2012
Mackenzie Investments is committed to the communities that we all live and work in from coast to coast. But commitment requires more than words, and s...  
 
Enhancements to Mackenzie’s online calculators 04/16/2012
Check out Mackenzie s enhanced investment calculators.

M...

 
 
Tony Elavia, PhD, named Chief Investment Officer of Mackenzie Investments 03/06/2012
Mackenzie Investments is pleased to announce today that Tony Elavia, PhD, has been named Chief Investment Officer and Executive Vice President, effect...  
 
Introducing Mackenzie Institutional 02/13/2012
It was 37 years ago that Mackenzie worked with its first institutional client — a religious organization — back in 1975. Since that date, ...  
 
Mackenzie Investments a repeat winner at 2012 Lipper® Awards 02/10/2012
Mackenzie Investments has been recognized for industry leading fund performance at the 2012 Lipper® Fund Award ceremony, held February 9 in Toronto. T...  
 
January client mailings 01/24/2012
Investors will soon be receiving the following:
  • Annual account statements (Dec. 31)
  • <...
 
 
The acquisition of MRS Companies by B2B Trust has been finalized 11/16/2011
On September 2, 2011, Mackenzie Investments entered into an agreement with B2B Trust under which B2B Trust would acquire 100% of M.R.S. Trust Company ...  
 
Phil Taller joins Mackenzie Investments as Vice-President, Investments 08/17/2011
Ian Ainsworth, Senior Vice President, Investments, Mackenzie Financial Corporation (Mackenzie Investments), is pleased to announce the appointment of ...  
 
Mackenzie Fund Facts are now online 07/08/2011
Mackenzie Fund Facts are now online to provide investors with a simplified, annual snapshot of holdings and fees for each class or series of mutual fu...  
 
July issue of Mackenzie Insight now available! 07/01/2011
Each month in Mackenzie Insight you’ll find expert commentary from our fund managers, articles on taxes, personal finance – and much more....  
 
Mackenzie Investments announces results of special meeting 06/22/2011

Mackenzie Financial Corporation (Mackenzie Investments) announced the result of the special meeting held today of investors in Mackenzie Saxon S...

 
 
Mackenzie Investments promotes alternative measures, including electronic funds transfer, to deliver payments during the postal strike 06/03/2011
Mackenzie Investments is committed to finding alternative ways to deliver RRIF payments, systemic withdrawal cheques, cash distributions and other set...  
 
Mackenzie Investments announces the appointment of Onno Rutten, Vice President, Investment Management 05/16/2011
Charles R. Sims, FCA, President and CEO of Mackenzie Financial Corporation (Mackenzie Investments) is pleased to announce the appointment of Onno Rutt...  
 
Mackenzie Investments announces the appointment of Gary A. Wing, Executive Vice-President, Institutional Division 03/28/2011

E. Blake Moore Jr., Executive Vice-President, Head of Distribution of Mackenzie Financial Corporation (Mackenzie Investments) is pleased to announ...
 
 
Mackenzie Investments announces the appointment of Mary Taylor, Senior Vice-President, Product and Marketing 01/20/2011
Charles R. Sims, FCA, President and CEO of Mackenzie Financial Corporation (Mackenzie Investments) is pleased to announce the appointment of Mary C. T...  
 
RRSP contribution deadline 01/14/2011
RRSP contributions must be made by the end of the first 60 days of 2011. The RRSP contribution deadline is March 1st, 2011 and the RRSP contribution l...  
 
Mackenzie Investments announces the appointment of E. Blake Moore Jr., Executive Vice-President, Head of Distribution 01/12/2011
Charles R. Sims, FCA, President and CEO of Mackenzie Financial Corporation (Mackenzie Investments) is pleased to announce the appointment of E. Blake ...  
 
Complete Mackenzie portfolio holdings now available online 12/30/2010
A complete listing of portfolio holdings for all Mackenzie mutual funds is now available on the Mackenzie Investments website.

The portfolio holdin...

 
 
New research conducted by Bain & Company demonstrates Canadian mutual fund cost of ownership comparable to U.S. 09/09/2010
On Thursday, September 9th, Mackenzie Investments released the results of a study of the total cost of ownership of mutual funds sold with advice in t...  
 
RESP News: Québec Education Savings Incentive (QESI) 08/17/2010
As you may know QESI is a program made available to RESP beneficiaries that reside in Quebec. The incentive, initially announced with the 2007 Quebec ...  
 
Mackenzie Capital Class Funds - Flexibility, tax efficiency, choice. 08/03/2010
There are currently more than 50 Mackenzie funds available as part of Capital Class, with most Mackenzie Capital Class funds available in a Series T o...  
 
Annual Financial Statements and MRFPs now available online 06/29/2010
The annual audited Financial Statements and MRFPs for Mackenzie mutual funds are now available online.

To view the documents for all funds,&nbs...
 
 
2009 Mackenzie mutual fund trust distribution tax factors 02/02/2010
The attached document provides the final tax breakdown on distributions from Mackenzie mutual fund trusts in 2009. These figures are used to calculate...  
 
Important Update: Mackenzie Account Statement and tax receipts mailings for 2009 01/19/2010
Mackenzie Account Statements

Mackenzie Account statements for the year ending December 31st are expected to being mailin...

 
 
2009 year-end tax planning tips from the Mackenzie Tax and Estate Planning Team 12/23/2009
The last couple years have presented investors with turbulent markets. Many investors have seen the value of their investments rise and fall within th...  
 
Getting the most out of your Tax-Free Savings Account 12/22/2009
Now that the federal government’s newest savings vehicle, the Tax-Free Savings Account (TFSA), is entering its second year, many Canadians are r...  
 
2009 Annual Distribution Estimates 12/04/2009
2009 Distribution Estimates for Mackenzie-Sponsored Mutual Fund Trusts.  
 
Monthly Economic Commentary - Norman Raschkowan, CIO Mackenzie Financial 11/19/2009
Norman Raschkowan, Chief Investment Officer for Mackenzie Financial Corporation, provides his monthly commentary on recent economic performa...  
 
British historian wins the 2009 Cundill International Prize in History 11/06/2009
 The winner of the 2009 Cundill International Prize in History was announced in early November: Lisa Jardine for her book Going Dutch: How En...  
 
Harmonized Sales Tax & Mutual Fund Investors 09/11/2009
The Harmonized Sales Tax (HST) is simply the combination of the federal GST and provincial retail sales tax (RST) into one single sales tax, administe...  
 
RESP News: New Quebec Education Savings Incentive (QESI) 05/11/2009
The Quebec Education Savings Incentive (QESI) is a program made available for RESP clients that reside in Quebec.

The incentive, initially announce...