September 18, 2014 12:47 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, and charitable organizations. The firm manages separate client focused 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. Mackenzie Financial Corporation was founded in 1967 and is based in Toronto, Ontario with an...

180 Queen Street West

Suite 1600

Toronto, ON M5V 3K1

Canada

Founded in 1967

Phone:

416-922-3217

Fax:

416-922-5660

Key Executives for Mackenzie Financial Corporation

President and Chief Executive Officer
Age: 52
Senior Vice-President of Finance and Chief Financial Officer
Executive Vice President of Operations
Chief Financial Officer of Funds and Vice President of Fund Administration
Executive Vice President and Chief Investment Officer
Age: 58
Compensation as of Fiscal Year 2014.

Mackenzie Financial Corporation Key Developments

Mackenzie Investments Announces Appointment of Brian Gooding as New Executive Vice President, Head of Distribution, Effective February 10, 2014

Mackenzie Investments has announced the appointment of Brian Gooding as the new executive vice president, head of distribution, effective February 10, 2014. He will provide senior leadership and strategic direction for all retail, strategic alliance and institutional sales efforts as continue to evolve to meet the changing needs of advisors, dealers, consultants and clients. Mr. Gooding joins us with over 25 years of leadership experience in financial services. Most recently he was Senior Vice-President and General Manager of Affinity Markets at Manulife Financial, where he helped maintain strong strategic direction while managing substantial change. He also served as Vice-President of Wealth Management and Senior Vice-President of Distribution at Manulife. Blake Moore, currently Executive vice president, Head of Distribution at Mackenzie Investments, is returning to the US but will continue to provide support as required through the transition period.

Mackenzie Financial Corporation Appoints Darren Mckiernan as Senior Vice President, Investment Management and to Lead the Mackenzie Global Equity & Income Team, Effective from December 6, 2013

Mackenzie Financial Corporation announced that Darren McKiernan, CFA is joining the firm on December 6 as Senior Vice President, Investment Management and lead of the Mackenzie Global Equity & Income Team. Mr. McKiernan has 18 years of experience in retail and institutional investing, with specialization in global equities as both a portfolio manager and investment analyst. Supporting him will be portfolio managers Eugene Profis and Ome Saidi, who have worked closely with him in the past and come to the company with significant industry experience. Mr. McKiernan will join Hovig Moushian as co-lead on Mackenzie Canadian Large Cap Dividend Fund/Class and Mackenzie Canadian Large Cap Dividend & Growth Fund, and co-lead on the equity portion of Mackenzie Income Fund and Mackenzie Strategic Income Fund/Class. Mr. McKiernan's primary focus is on global equities while Mr. Moushian's is on Canadian equities. Each is a specialist in his respective area and together they provide dedicated, complementary expertise to managing a suite of equity income funds. As a proven global equity income investing expert, Mr. McKiernan will also manage Mackenzie Global Dividend Fund. In light of the changes, portfolio managers Norman Raschkowan, Dinka Kucic and Joe Mastrolonardo, whose Mackenzie Large Cap Dividend Team had been involved in managing many of the funds referenced above, are leaving the company. Mackenzie Investments wishes them the best in the future. The portion of Mackenzie Canadian Concentrated Equity Fund that had been managed by the Mackenzie Large Cap Dividend Team will transition to the Mackenzie All Cap Value Team.

Mackenzie Financial Corporation Announces Executive Changes

Mackenzie Financial Corporation announced that Fred Sturm, portfolio manager and team lead of the Mackenzie Resource Team, has chosen to retire on August 31 following a long and productive career in the investment industry. Benoit Gervais, who has helped develop and implement the team's investment disciplines with Mr. Sturm over the past 12 years, and has been co-manager with him on all the resource and precious metals funds, will succeed Mr. Sturm in the role of Mackenzie Resource Team Lead. In recognition of his added responsibilities, Mr. Gervais has been promoted to Senior Vice President.

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