.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 North American Equity & Income Team
Focused on Canada’s unique spectrum of opportunities.
Mackenzie North American Equity & Income 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
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie North American Equity & Income Team
Investment experience since 2002
Joined Mackenzie in 2008; investment experience since 2002.
- Lead portfolio manager of Mackenzie Canadian Equity Fund since 2014.
- Joined Howson Tattersall Investment Counsel in 2006, which became part of Mackenzie Investments in 2008.
- Began his career in 2002 on the equity research team at a Canadian Investment bank.
- BSc from the University of British Columbia; MBA from the Richard Ivey School of Business.
Patricia Nesbitt, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie North American Equity & Income Team
Investment experience since 1987
Joined Mackenzie in 2021; investment experience since 1987.
- Lead portfolio manager for the Canadian All Cap Growth equity strategy, a $6.5-billion institutional mandate.
- For 30 years, led the Canadian All Cap Growth equity strategy at GLC Asset Management, which was acquired by Mackenzie in 2021.
- Past president of the Winnipeg Society of Financial Analysts, recipient of Canada’s Top 100 Most Powerful Women award.
- Honours BComm in Finance from the University of Manitoba.
Tim Johal, CFA
Vice President, Portfolio Manager
Mackenzie North American Equity & Income Team
Investment experience since 2000
Joined Mackenzie in 2017; investment experience since 2000.
- Portfolio manager of Mackenzie Canadian Dividend Fund, co-manager of Mackenzie Income Fund and Mackenzie Strategic Income Fund.
- For 17 years, was a Canadian equity portfolio manager at a leading Canadian financial services company that merged with Mackenzie in 2017.
- Specialized, deep knowledge and understanding of the Canadian financial services sector.
- Honours BComm in Finance from the University of Manitoba.
Dylan Fricker, CFA
Vice President, Portfolio Manager
Mackenzie North American Equity & Income Team
Investment experience since 1999
Joined Mackenzie in 2021; investment experience since 1999.
- Lead manager of the SRI Canadian Equity portfolio and the co-lead of the Canadian All Cap Growth Equity strategy.
- For 16 years, worked with the Canadian equity portfolio management team at GLC Asset Management, which became part of Mackenzie Investments in 2021.
- Honours BBA in Finance and Financial Management from the University of Regina.
Brenda Nicholls, CFA,CMT
Vice President, Portfolio Manager
Mackenzie North American Equity & Income Team
Investment experience since 1998
Joined Mackenzie in 2021; investment experience since 1998.
- Lead portfolio manager of the Mackenzie U.S. Dividend strategy
- Over 20 years of industry experience primarily focused on the U.S. market in both mid- and large-cap equities
- Honours BComm in Finance from the University of Manitoba.
Erik Sjoberg, CFA
Vice President, Portfolio Manager
Mackenzie North American Equity & Income Team
Investment experience since 2007
Joined Mackenzie in 2021; investment experience since 2007.
- Portfolio manager focused on Canadian Small and Mid-Cap mandates since 2013.
- For 12 years, worked with the investment management subsidiary of Great-West Life (GWLIM), which became part of Mackenzie Investments in 2021.
- Began his career in the investment industry in 2007.
- Honours BComm in Finance from the Asper School of Business, 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.