About Mackenzie Investments | Mackenzie Investments

Who We Are

Our Commitment

Mackenzie 50th Anniversary

President and CEO Barry McInerney says Mackenzie Investments has helped investors succeed for 50 years. In a changing world, Mackenzie’s commitment to serving investors and their advisors never changes.

Show transcript

BARRY MCINERNEY: Hello, I’m Barry McInerney, president and CEO of Mackenzie Investments.

Mackenzie started in 1967 with one person managing investments for one client.

We’ve experienced a world of change in 50 years. Mackenzie’s success is a direct result of what we have learned over those years… our learning has driven the continuous innovation of our investment solutions, tools and insights for advisors and investors.

Mackenzie is proudly Canadian and independent. We’re an asset management firm that continually strives to be the best partner to advisors. We offer advisors a breadth of holistic solutions designed to help their clients feel confident about the future.

Today, Mackenzie has the honour of serving hundreds of thousands of investors. And we’re doing the same important work – helping Canadians achieve financial success.

Helping investors – that’s where everything starts for us. Always.

Confidence in a Changing World

We’ve been helping Canadians since 1967, when Mackenzie Investments started with one person managing investments for one investor in Toronto. Now we’re a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support across the country. Our commitment to them is to help investors achieve financial success and feel confident about the future.

Innovation & Expertise

We partner with advisors and the investors they work with by bringing them innovative investment solutions, excellent asset management and superb service. Our team delivers innovation and expertise through mutual funds, ETFs, alternative investments, Private Wealth Pools and managed solutions. We also offer a charitable giving program and solutions for saving for a child’s education and giving financial assistance to people with disabilities. We strive to bring insights, data and tools to advisors to help them support their clients.

Helping investors and advisors – that’s where everything starts for us. Always.

Quick Facts

  • Year Established
    Independent Canadian asset manager, established 1967
  • Mutual Fund Accounts 1.1M
    1.1M mutual fund accounts
  • Management Teams
    14 investment teams with 65 investment professionals
  • Mutual Funds Assets Under Management $68.10B
    $68.10B mutual fund assets under management
  • ETF Assets Under Management $3.81B
    $3.81B ETF assets under management
  • Charitable Foundation Grants $9.8M
    $9.8M granted to Canadian charities through Mackenzie Charitable Foundation
    Owned by IGM Financial Inc. which has over $162.16B assets under management
    Member of Power Financial Corporation group of companies with $1.4T* assets under administration

All data as of September 30, 2017.
*As of June 30, 2017.
†July 31, 2019

Legal - Prospectuses - Privacy Protection Notice - Fund Financials & MRFPs - Applications & Forms - Proxy Voting - Unclaimed Property - Help - Subscription Preference

1 The Global Gender Gap Report 2016.
2 Source: MSCI, Women on Boards: Global Trends in Gender Diversity on Corporate Boards, November 2015.
3 RIA Investor Opinion Survey, In Focus: Climate Change, December 2018.

For Advisor Use Only. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. Mackenzie disclaims any responsibility for any advisor sharing this with investors.

Your privacy is important to us. Please review Mackenzie Investments' Privacy Protection Notice at: mackenzieinvestments.com/en/legal/privacy-protection

© 2019 Mackenzie Investments, 180 Queen St W, Toronto, ON, M5V 3K1. All rights reserved.