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MKFCF Mackenzie Financial

Mackenzie Financial is an investment advisor in Toronto, Ontario with $141.73B assets under management.

Company profile

Ticker
MKFCF
Exchange
Employees
Location
Fiscal year end
Industry (SIC)
SEC CIK
SEC advisor number
801-25226
FINRA CRD number
110338
AUM ?
$141.73B (as of 31 Mar 21)
Accounts
625 (as of 31 Mar 21)
Employees
1,125 (112 investment advisory or research)
Address
Mackenzie Financial
180 QUEEN STREET WEST
TORONTO ONTARIO
A6 M5V 3K1
Office hours
Monday - Friday, 8:30AM TO 5:30PM (EST)
Phone
4169225322
Owner Title From %Ownership
Mackenzie Inc. Corporation 01/2003 > 75%
Power Financial Corporation Shareholder 04/1940 50-75%
Power Corporation of Canada Shareholder 12/2008 > 75%
Igm Financial Inc. Shareholder 08/1978 > 75%
Lord, Robert, Edward Director 10/2002 < 5%
Turner, Mary, Louise Director 10/2002 < 5%
Oliver, Paul, Gregory Director 02/2006 < 5%
Gavan, Karen, Lynn Director 05/2007 < 5%
Flood, Brian, Michael Director 11/2009 < 5%
Rountes, Theodoros Vice-president, Fund Services and Chief Financial Officer, Funds 02/2012 < 5%
Gould, Joseph, Luke Gregoire Senior Vice-president, Finance and Chief Financial Officer 10/2013 < 5%
the Desmarais Family Residuary Trust Shareholder 10/2013 50-75%
Plessis-belair, Michel Trustee 10/2013
Fortin, Guy Trustee 10/2013
Boyle, Christopher, Wilson Jay Senior Vice President, Institutional 01/2017 < 5%
Desmarais, Paul Trustee 10/2013
Desmarais, Andre Trustee 10/2013
Mcinerney, Barry, Sean Director, Chairman, President and Chief Executive Officer 07/2016 < 5%
Cooke, Michael, David Senior Vice President, Head of Exchange Traded Funds 09/2016 < 5%
Bederman, Earl, David Director 11/2016 < 5%
Goldberg, Rhonda, Suzanne Executive Vice-president, General Counsel 03/2019 < 5%
Milne, Douglas, Gordon McIntosh Executive Vice-president, Chief Marketing Strategy Officer 05/2017 < 5%
Dibden, Michael, William Executive Vice-president, Chief Operating Officer 06/2017 < 5%
Desmarais, Sophie Trustee 03/2018
Seidler, Gillian, Eloise Vice-president, Chief Compliance Officer 05/2018 < 5%
Reiter Currie, Cynthia, Ann Executive Vice-president, Chief Human Resources Officer 09/2018 < 5%
Ashcroft, Kristin, Elizabeth Senior Vice-president, Product 10/2019 < 5%
Dickey, Ryan, Andrew Senior Vice-president, Co-head of Retail 09/2020 < 5%
Chateram, Gary, Nathanial Senior Vice-president, Co-head of Retail 09/2020 < 5%
Locke, Steven, Gregory Chief Investment Officer, Fixed Income and Multi-asset Strategies 01/2021 < 5%
Marks, Lesley, Carolyn Chief Investment Officer, Equities 01/2021 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 1114 long holdings
End of quarter 31 Mar 21
Value
 
#Shares
 
$2.75B 29.89M
$2.48B 38.12M
$1.71B 7.26M
$1.5B 24.02M
$1.28B 11M
$1.26B 3.31M
$1.13B 25.41M
$987.59M 11.08M
$971.01M 2.45M
$925.39M 43.04M
$833.03M 3.93M
$803.66M 6.58M
$801.26M 22.01M
$748.9M 37.6M
$711.02M 15.52M
$698.66M 4.59M
$689.4M 334.25K
$680.5M 5.02M
$678.13M 4.73M
$675.49M 32.33M
$672.68M 217.41K
$667.3M 13.21M
$665.84M 2.41M
$648.91M 7.37M
$610.33M 3.37M
$595.85M 3.63M
$561.77M 11.79M
$546.43M 2.37M
$512.28M 7.77M
$511.21M 5.22M
$510.8M 9.49M
$504.15M 2.07M
$503.16M 16.28M
$497.35M 2.21M
$493.7M 5.64M
$466.37M 424.2K
$430.43M 943.14K
$428.66M 4.95M
$418.89M 14.71M
$410.93M 15.81M
$407.42M 1.68M
$404.05M 2.14M
$397.96M 4.78M
$390.98M 6.01M
$387.33M 4.05M
$384.73M 8.99M
$379.28M 8.74M
$374.27M 2.82M
$370.35M 6.84M
$368.66M 8.17M
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Aug 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings