.svg){kind=logo}
.svg){kind=logo}
Focused on Canadian equities
We provide core exposure that draws primarily on Canada’s unique opportunities, spanning the entire range of market caps, sectors and industries.
Mackenzie Canadian Equity Team
Focused on Canada’s unique spectrum of opportunities.
Mackenzie Canadian Equity Team
Focused on Canada’s unique spectrum of opportunities.
As one of the largest boutiques investing in Canadian equities, we capture the full spectrum of opportunities our country has to offer.
Led by experience
As a dedicated team of 16 investment professionals with over 150 years of combined investment experience, we leverage our collective expertise to provide in-depth coverage across sectors and industries, managing $30 billion of retail and institutional assets.
We know our companies inside-out and face-to-face
We have a time-tested process and long-standing relationships with company management and boards. Deep knowledge of companies allows us to make better investment decisions.
Meet our team
William Aldridge, MBA,CFA
Managing Director, Portfolio Manager, Co-head of Mackenzie Canadian Equity Team
Mackenzie Canadian Equity Team
Investment experience since 2002
William joined Mackenzie in 2008. He has been the lead portfolio manager of Mackenzie Canadian Equity Fund since 2014. He initially joined an investment counsel firm in 2006, which became part of Mackenzie Investments in 2008. William began his investment career in 2002 as a member of the equity research team at a Canadian investment bank.
William earned a BSc from the University of British Columbia and an MBA from the Richard Ivey School of Business.
Patricia Nesbitt, CFA
Managing Director, Portfolio Manager, Co-head of Mackenzie Canadian Equity Team
Mackenzie Canadian Equity Team
Investment experience since 1987
Patricia joined Mackenzie in 2021. She is lead portfolio manager for the Canadian All Cap Growth equity strategy, a $6.5-billion institutional mandate. She has investment experience dating back to 1987, including 30 years leading the Canadian All Cap Growth equity strategy at an asset management firm that was acquired by Mackenzie in 2021. Patricia is a past president of the Winnipeg Society of Financial Analysts and a recipient of Canada’s Top 100 Most Powerful Women award.
Patricia earned an Honours BComm in Finance from the University of Manitoba.
Tim Johal, CFA
Vice President, Portfolio Manager
Mackenzie Canadian Equity Team
Investment experience since 2000
Tim joined Mackenzie in 2017. He is portfolio manager of Mackenzie Canadian Dividend Fund and co-manager of Mackenzie Income Fund and Mackenzie Strategic Income Fund. He began his investment career in 2000 and spent 17 years as a Canadian equity portfolio manager at a leading Canadian financial services company that merged with Mackenzie in 2017. Tim has specialized knowledge and experience in the Canadian financial services sector.
Tim earned an Honours BComm in Finance from the University of Manitoba.
Brenda Nicholls, CFA,CMT
Vice President, Portfolio Manager
Mackenzie Canadian Equity Team
Investment experience since 1998
Brenda joined Mackenzie in 2021. She is lead portfolio manager of the Mackenzie U.S. Dividend strategy. She has more than 20 years of investment industry experience, primarily focused on the U.S. market across mid- and large-cap equities.
Brenda earned an Honours BComm in Finance from the University of Manitoba.
Erik Sjoberg, CFA
Vice President, Portfolio Manager
Mackenzie Canadian Equity Team
Investment experience since 2007
Erik joined Mackenzie in 2021. He is a portfolio manager focused on Canadian small- and mid-cap mandates, which he has managed since 2013. He began his investment career in 2007 and spent 12 years with an investment management subsidiary of a financial services organization that became part of Mackenzie Investments in 2021.
Erik earned an Honours BComm in Finance from the Asper School of Business at the University of Manitoba.
Our insights
Our funds
Innovative solutions designed to help your clients achieve their goals in today's market.
Mackenzie Canadian Dividend Fund
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.