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RIA / WealthRegistered adviserasset managerSEC registeredRAUM over $100B

MACKENZIE INVESTMENTS

MACKENZIE FINANCIAL CORPORATION, CRD 110338

TORONTO, ONTARIO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4264a3d1-ae96-952d-7f46-3656e932239d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 42
Dated events: 33
On other graphs: 0
Observed: Mar 30, 2012 to Mar 30, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.84 institutional_share=0.16 related_bd=true related_bank=true bd_reps=11.0
Regulatory AUM: $195BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $195B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1,362
Advisory employees: 107
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 685
Private funds: 2Schedule D 7.B(1)
SEC number: 801-25226
CIK: 919859
CRD: 110338
Filings on the tape: 28
First filed: Mar 30, 2012
Latest filed: Mar 30, 2026
Organised: Corporation

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MACKENZIE GLOBAL ENVIRONMENTAL EQUITY MASTER FUND (CAYMAN) LP	Other Private Fund	$88.2M	Mar 28, 2024	1	Mar 30, 2022	reported	021-434663
MACKENZIE GLOBAL ENVIRONMENTAL EQUITY FUND (CAYMAN) LTD.	Other Private Fund	$88.2M	Mar 28, 2024	8	Mar 30, 2022	reported	021-434666
MACKENZIE GLOBAL ENERGY LONG / SHORT MASTER FUND (CAYMAN) LP	Hedge Fund	$18.3M	May 4, 2018	3	Jun 6, 2017	dropped	n/a
CUNDILL GLOBAL VALUE, L.P.	Hedge Fund	$12.0M	May 4, 2018	3	Mar 30, 2012	dropped	021-9999999999
MACKENZIE GLOBAL ENERGY LONG / SHORT FUND (DELAWARE) LP	Hedge Fund	$2.0M	May 4, 2018	1	Jun 6, 2017	dropped	n/a
CUNDILL INTERNATIONAL COMPANY LTD.	Hedge Fund	$1.5M	Jun 6, 2017	1	Mar 28, 2013	dropped	n/a
MACKENZIE GLOBAL ENERGY LONG / SHORT FUND (CAYMAN) LTD.	Hedge Fund	$0	May 4, 2018	1	Jun 6, 2017	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ASHCROFT, KRISTIN, ELIZABETH	DIRECTOR AND EXECUTIVE VICE-PRESIDENT, PRODUCTS AND SOLUTIONS	Na	yes	03/2023	Mar 30, 2020	Mar 28, 2024
Bartlett, Naomi, Kim	Director	Na	yes	03/2022	Mar 30, 2022	Mar 28, 2024
BOYLE, CHRISTOPHER, WILSON JAY	SENIOR VICE PRESIDENT, INSTITUTIONAL	Na	yes	01/2017	Mar 31, 2017	Mar 28, 2024
Chateram, Gary, Nathanial	SENIOR VICE-PRESIDENT, CO-HEAD OF RETAIL	Na	yes	09/2020	Mar 31, 2021	Mar 28, 2024
DESMARAIS, ANDRE, ROGER	Trustee	F	yes	10/2013	Oct 29, 2013	Mar 28, 2024
DESMARAIS, PAUL, GUY	Trustee	F	yes	10/2013	Oct 29, 2013	Mar 28, 2024
Dibden, Michael, William	EXECUTIVE VICE-PRESIDENT, CHIEF OPERATING OFFICER	Na	yes	06/2017	Mar 29, 2018	Mar 28, 2024
DOER, GARY, ALBERT	Trustee	F	yes	05/2023	Mar 28, 2024	Mar 28, 2024
FLEMING, GREGORY, JAMES	Trustee	F	yes	02/2024	Mar 28, 2024	Mar 28, 2024
GAVAN, KAREN, LYNN	Director	Na	yes	05/2007	Mar 30, 2012	Mar 28, 2024
Goldberg, Rhonda, Suzanne	EXECUTIVE VICE-PRESIDENT, GENERAL COUNSEL	Na	yes	03/2019	Mar 29, 2018	Mar 28, 2024
GOULD, JOSEPH, LUKE GREGOIRE	DIRECTOR, CHARIMAN PRESIDENT AND CHIEF EXECUTIVE OFFICER	Na	yes	07/2022	Oct 29, 2013	Mar 28, 2024
IGM FINANCIAL INC.	Shareholder	E	yes	08/1978	Mar 28, 2013	Mar 28, 2024
Locke, Steven, Gregory	CHIEF INVESTMENT OFFICER, FIXED INCOME AND MULTI-ASSET STRATEGIES	Na	yes	01/2021	Mar 31, 2021	Mar 28, 2024
MACKENZIE INC.	Corporation	E	yes	01/2003	Mar 30, 2012	Mar 28, 2024
Marks, Lesley, Carolyn	CHIEF INVESTMENT OFFICER, EQUITIES	Na	yes	01/2021	Mar 31, 2021	Mar 28, 2024
McCuaig, Nancy, Elizabeth	Director	Na	yes	03/2022	Mar 30, 2022	Mar 28, 2024
Milne, Douglas, Gordon McIntosh	EXECUTIVE VICE-PRESIDENT, CHIEF MARKETING STRATEGY OFFICER	Na	yes	05/2017	Mar 29, 2018	Mar 28, 2024
PANSOLO HOLDING INC.	Shareholder	D	yes	10/2015	Mar 30, 2023	Mar 28, 2024
Potter, Keith, David Bernard	EXECUTIVE VICE-PRESIDENT AND CHIEF FINANCIAL OFFICER	Na	yes	07/2022	Mar 30, 2023	Mar 28, 2024
POWER CORPORATION OF CANADA	Shareholder	E	yes	12/2008	Mar 30, 2012	Mar 28, 2024
POWER FINANCIAL CORPORATION	Shareholder	D	yes	04/1940	Mar 30, 2012	Mar 28, 2024
REITER CURRIE, CYNTHIA, ANN	EXECUTIVE VICE-PRESIDENT, CHIEF HUMAN RESOURCES OFFICER	Na	yes	09/2018	Mar 29, 2019	Mar 28, 2024
ROUNTES, THEODOROS	VICE-PRESIDENT, FUND SERVICES AND CHIEF FINANCIAL OFFICER, FUNDS	Na	yes	02/2012	Mar 30, 2012	Mar 28, 2024
SEIDLER, GILLIAN, ELOISE	VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER	Na	yes	05/2018	Mar 29, 2019	Mar 28, 2024
THE DESMARAIS FAMILY RESIDUARY TRUST	Shareholder	D	yes	10/2013	Oct 29, 2013	Mar 28, 2024
Westlind, Nicholas, Lars	Director	Na	yes	03/2023	Mar 28, 2024	Mar 28, 2024
DESMARAIS, SOPHIE	Trustee	F	no	03/2018	Mar 29, 2018	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MACKENZIE INVESTMENTS CORPORATION	n/a	Asset manager	$18B	Y	yes	n/a
MACKENZIE INVESTMENTS EUROPE LIMITED	n/a	Asset manager	$5.3B	Y	yes	n/a
MACKENZIE INVESTMENTS ASIA LIMITED	n/a	Asset manager	$2.5B	Y	yes	n/a
CANADA LIFE ASSET MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
CANADA LIFE INVESTMENT MANAGEMENT LTD.	n/a	n/a	n/a	N	yes	n/a
CHINA ASSET MANAGEMENT CO., LTD.	n/a	n/a	n/a	Y	yes	n/a
COUNSEL PORTFOLIO SERVICES INC.	n/a	n/a	n/a	N	yes	n/a
I.G. INSURANCE SERVICES INC.	n/a	n/a	n/a	N	yes	n/a
I.G. INVESTMENT MANAGEMENT, LTD.	n/a	n/a	n/a	N	yes	n/a
INVESTORS GROUP FINANCIAL SERVICES INC.	n/a	n/a	n/a	N	yes	n/a
INVESTORS GROUP SECURITIES INC.	n/a	n/a	n/a	N	yes	n/a
INVESTORS GROUP TRUST CO. LTD.	n/a	n/a	n/a	N	yes	n/a
IPC INVESTMENT CORPORATION	n/a	n/a	n/a	N	yes	n/a
IPC SECURITIES CORPORATION	n/a	n/a	n/a	N	yes	n/a
MACKENZIE EM FUNDS MANAGEMENT (CAYMAN) LTD.	n/a	n/a	n/a	Y	yes	n/a
MEMLS FUND MANAGEMENT (CAYMAN) LTD.	n/a	n/a	n/a	Y	yes	n/a
MMLP GP INC.	n/a	n/a	n/a	Y	yes	n/a
NORTHLEAF CAPITAL PARTNERS (CANADA) LTD.	n/a	n/a	n/a	Y	yes	n/a
THE CANADA LIFE ASSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
WEALTHSIMPLE INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Winnipeg	n/a	Canada	13	no
Vancouver	n/a	Canada	6	no
Toronto	n/a	Canada	5	no
Toronto	n/a	Canada	4	yes
Calgary	n/a	Canada	1	no
Montreal	n/a	Canada	1	no
NORTH VANCOUVER	n/a	Canada	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$195B	$195B	1,362	107	7	2	n/a
2024	Mar 28, 2025	$162B	$162B	1,323	105	7	2	n/a
2023	Mar 28, 2024	$158B	$158B	1,496	107	7	2	$176M
2022	Mar 30, 2023	$132B	$132B	1,970	124	6	2	$31.2M
2021	Mar 30, 2022	$162B	$162B	1,358	119	5	2	$10.3M
2020	Mar 31, 2021	$142B	$142B	1,125	112	4	n/a	n/a
2019	Mar 30, 2020	$57B	$57B	1,048	87	4	n/a	n/a
2018	Mar 29, 2019	$49B	$49B	1,017	97	3	n/a	n/a
2017	Mar 29, 2018	$51B	$51B	996	90	3	5	$33.3M
2016	Mar 31, 2017	$49B	$49B	946	70	n/a	3	$13.9M
2015	Mar 29, 2016	$45B	$45B	912	76	n/a	3	$16.4M
2014	Mar 27, 2015	$62B	$62B	909	79	n/a	3	$27.4M
2013	Mar 28, 2014	$62B	$62B	1,006	70	n/a	2	$54.5M
2012	Mar 28, 2013	$62B	$62B	950	54	n/a	2	$79.4M
2011	Mar 30, 2012	$64B	$64B	n/a	n/a	n/a	1	$24.3M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$195B	$162B	20.0%	$132B	13.7%	1,362	1,323	7	7

Relationships

Affiliated with (7)

← CHINA ASSET MANAGEMENT (HONG KONG) LIMITEDRegistered adviserother investment adviser, broker-dealer, bank
factForm ADV
→ MACKENZIE INVESTMENTSRegistered adviserother investment adviser, bank, control, common control
factForm ADV
→ MACKENZIE INVESTMENTS EUROPE LIMITEDRegistered adviserother investment adviser, control, common control
factForm ADV
→ MACKENZIE INVESTMENTS ASIA LIMITEDRegistered adviserother investment adviser, control, common control
factForm ADV
← MACKENZIE INVESTMENTSRegistered adviserother investment adviser, broker-dealer, bank, pooled vehicle sponsor, control, common control
factForm ADV
← MACKENZIE INVESTMENTS EUROPE LIMITEDRegistered adviserother investment adviser, broker-dealer, bank, pooled vehicle sponsor, control, common control
factForm ADV
← MACKENZIE INVESTMENTS ASIA LIMITEDRegistered adviserother investment adviser, broker-dealer, bank, pooled vehicle sponsor, control, common control
factForm ADV

Advises (7)

→ MACKENZIE GLOBAL ENVIRONMENTAL EQUITY MASTER FUND (CAYMAN) LPPrivate fundOther Private Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ MACKENZIE GLOBAL ENVIRONMENTAL EQUITY FUND (CAYMAN) LTD.Private fundOther Private Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ MACKENZIE GLOBAL ENERGY LONG / SHORT FUND (DELAWARE) LPPrivate fundHedge Fund, IA, no longer reported
Jun 6, 2017 to May 4, 2018factForm ADV
→ CUNDILL GLOBAL VALUE, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to May 4, 2018factForm ADV
→ MACKENZIE GLOBAL ENERGY LONG / SHORT MASTER FUND (CAYMAN) LPPrivate fundHedge Fund, IA, no longer reported
Jun 6, 2017 to May 4, 2018factForm ADV
→ MACKENZIE GLOBAL ENERGY LONG / SHORT FUND (CAYMAN) LTD.Private fundHedge Fund, IA, no longer reported
Jun 6, 2017 to May 4, 2018factForm ADV
→ CUNDILL INTERNATIONAL COMPANY LTD.Private fundHedge Fund, IA, no longer reported
Mar 28, 2013 to Jun 6, 2017factForm ADV

Controls (27)

← DESMARAIS, PAUL, GUYOwnerTRUSTEE, ownership code F, individual
Oct 29, 2013 to Mar 28, 2024factForm ADV
← FLEMING, GREGORY, JAMESOwnerTRUSTEE, ownership code F, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← ASHCROFT, KRISTIN, ELIZABETHOwnerDIRECTOR AND EXECUTIVE VICE-PRESIDENT, PRODUCTS AND SOLUTIONS, ownership code NA, individual
Mar 30, 2020 to Mar 28, 2024factForm ADV
← GAVAN, KAREN, LYNNOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← BOYLE, CHRISTOPHER, WILSON JAYOwnerSENIOR VICE PRESIDENT, INSTITUTIONAL, ownership code NA, individual
Mar 31, 2017 to Mar 28, 2024factForm ADV
← ROUNTES, THEODOROSOwnerVICE-PRESIDENT, FUND SERVICES AND CHIEF FINANCIAL OFFICER, FUNDS, ownership code NA, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← GOULD, JOSEPH, LUKE GREGOIREOwnerDIRECTOR, CHARIMAN PRESIDENT AND CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Oct 29, 2013 to Mar 28, 2024factForm ADV
← DESMARAIS, ANDRE, ROGEROwnerTRUSTEE, ownership code F, individual
Oct 29, 2013 to Mar 28, 2024factForm ADV
← Goldberg, Rhonda, SuzanneOwnerEXECUTIVE VICE-PRESIDENT, GENERAL COUNSEL, ownership code NA, individual
Mar 29, 2018 to Mar 28, 2024factForm ADV
← Milne, Douglas, Gordon McIntoshOwnerEXECUTIVE VICE-PRESIDENT, CHIEF MARKETING STRATEGY OFFICER, ownership code NA, individual
Mar 29, 2018 to Mar 28, 2024factForm ADV
← Dibden, Michael, WilliamOwnerEXECUTIVE VICE-PRESIDENT, CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 29, 2018 to Mar 28, 2024factForm ADV
← SEIDLER, GILLIAN, ELOISEOwnerVICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2019 to Mar 28, 2024factForm ADV
← REITER CURRIE, CYNTHIA, ANNOwnerEXECUTIVE VICE-PRESIDENT, CHIEF HUMAN RESOURCES OFFICER, ownership code NA, individual
Mar 29, 2019 to Mar 28, 2024factForm ADV
← Marks, Lesley, CarolynOwnerCHIEF INVESTMENT OFFICER, EQUITIES, ownership code NA, individual
Mar 31, 2021 to Mar 28, 2024factForm ADV
← Westlind, Nicholas, LarsOwnerDIRECTOR, ownership code NA, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← Locke, Steven, GregoryOwnerCHIEF INVESTMENT OFFICER, FIXED INCOME AND MULTI-ASSET STRATEGIES, ownership code NA, individual
Mar 31, 2021 to Mar 28, 2024factForm ADV
← Chateram, Gary, NathanialOwnerSENIOR VICE-PRESIDENT, CO-HEAD OF RETAIL, ownership code NA, individual
Mar 31, 2021 to Mar 28, 2024factForm ADV
← Bartlett, Naomi, KimOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2022 to Mar 28, 2024factForm ADV
← McCuaig, Nancy, ElizabethOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2022 to Mar 28, 2024factForm ADV
← Potter, Keith, David BernardOwnerEXECUTIVE VICE-PRESIDENT AND CHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 30, 2023 to Mar 28, 2024factForm ADV
← DOER, GARY, ALBERTOwnerTRUSTEE, ownership code F, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← IGM FINANCIAL INC.OwnerSHAREHOLDER, ownership code E, foreign entity
Mar 28, 2013 to Mar 28, 2024factForm ADV
← MACKENZIE INC.OwnerCORPORATION, ownership code E, foreign entity
Mar 30, 2012 to Mar 28, 2024factForm ADV
← PANSOLO HOLDING INC.OwnerSHAREHOLDER, ownership code D, foreign entity
Mar 30, 2023 to Mar 28, 2024factForm ADV
← POWER CORPORATION OF CANADAOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 30, 2012 to Mar 28, 2024factForm ADV
← POWER FINANCIAL CORPORATIONOwnerSHAREHOLDER, ownership code D, foreign entity
Mar 30, 2012 to Mar 28, 2024factForm ADV
← THE DESMARAIS FAMILY RESIDUARY TRUSTOwnerSHAREHOLDER, ownership code D, foreign entity
Oct 29, 2013 to Mar 28, 2024factForm ADV

Owns (1)

← DESMARAIS, SOPHIEOwnerTRUSTEE, ownership code F, individual
Mar 29, 2018 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Control person left
Guy Fortin (Trustee) no longer on Schedule A of Mackenzie Investments (listed 2023-03-30, absent 2024-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person left
David Michael Cooke (Senior Vice President, Head Of Exchange Traded Funds) no longer on Schedule A of Mackenzie Investments (listed 2023-03-30, absent 2024-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person left
Andrew Ryan Dickey (Senior Vice-President, Co-Head Of Retail) no longer on Schedule A of Mackenzie Investments (listed 2023-03-30, absent 2024-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person left
Subhas Sen (Director) no longer on Schedule A of Mackenzie Investments (listed 2023-03-30, absent 2024-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person joined
Lars Nicholas Westlind (Director) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person joined
Albert Gary Doer (Trustee) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person joined
James Gregory Fleming (Trustee) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Control person left
Michel Plessis-Belair (Trustee) no longer on Schedule A of Mackenzie Investments (listed 2022-03-30, absent 2023-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Control person left
Sean Barry Mcinerney (Director, Chairman, President And Chief Executive Officer) no longer on Schedule A of Mackenzie Investments (listed 2022-03-30, absent 2023-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Control person left
David Earl Bederman (Director) no longer on Schedule A of Mackenzie Investments (listed 2022-03-30, absent 2023-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Control person joined
David Bernard Keith Potter (Executive Vice-President And Chief Financial Officer) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person joined
Kim Naomi Bartlett (Director) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person joined
Subhas Sen (Director) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person joined
Elizabeth Nancy Mccuaig (Director) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person left
Edward Robert Lord (Director) no longer on Schedule A of Mackenzie Investments (listed 2021-03-31, absent 2022-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person left
Louise Mary Turner (Director) no longer on Schedule A of Mackenzie Investments (listed 2021-03-31, absent 2022-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person left
Gregory Paul Oliver (Director) no longer on Schedule A of Mackenzie Investments (listed 2021-03-31, absent 2022-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person left
Michael Brian Flood (Director) no longer on Schedule A of Mackenzie Investments (listed 2021-03-31, absent 2022-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Mackenzie Investments reported RAUM $141.7B, up 149% from $56.8B (2020-12-23 to 2021-03-31)
Form ADVobserved 6 days ago
$84.9B
Occurred
Mar 31, 2021
Control person joined
Andrew Ryan Dickey (Senior Vice-President, Co-Head Of Retail) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person joined
Nathanial Gary Chateram (Senior Vice-President, Co-Head Of Retail) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person joined
Gregory Steven Locke (Chief Investment Officer, Fixed Income And Multi-Asset Strategies) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person joined
Carolyn Lesley Marks (Chief Investment Officer, Equities) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person left
Hosi Tony Elavia (Executive Vice-President And Chief Investment Officer) no longer on Schedule A of Mackenzie Investments (listed 2020-12-23, absent 2021-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person left
William Damon Murchison (Senior Vice President, Retail Sales And National Sales Manager) no longer on Schedule A of Mackenzie Investments (listed 2020-12-23, absent 2021-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Control person joined
Elizabeth Kristin Ashcroft (Senior Vice-President, Product) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Control person left
Wylie Michael Schnitman (Senior Vice-President, Product) no longer on Schedule A of Mackenzie Investments (listed 2020-02-05, absent 2020-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Control person joined
Eloise Gillian Seidler (Vice-President, Chief Compliance Officer) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Control person joined
Ann Cynthia Reiter Currie (Executive Vice-President, Chief Human Resources Officer) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Control person left
James Donald Macdonald (Senior Vice-President, General Counsel And Secretary) no longer on Schedule A of Mackenzie Investments (listed 2018-05-04, absent 2019-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Control person left
Martin Ronald David Cheop (Chief Compliance Officer) no longer on Schedule A of Mackenzie Investments (listed 2018-05-04, absent 2019-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Control person left
Subhas Sen (Senior Vice-President, Business Operations) no longer on Schedule A of Mackenzie Investments (listed 2018-05-04, absent 2019-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Control person left
Anne Kathleen Allan (Executive Vice-President, Chief Human Resources Officer) no longer on Schedule A of Mackenzie Investments (listed 2018-05-04, absent 2019-03-29)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4264a3d1-ae96-952d-7f46-3656e932239d
First observed: Mar 30, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MACKENZIE INVESTMENTS

MACKENZIE FINANCIAL CORPORATION, CRD 110338

TORONTO, ONTARIO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4264a3d1-ae96-952d-7f46-3656e932239d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:41 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MACKENZIE GLOBAL ENVIRONMENTAL EQUITY MASTER FUND (CAYMAN) LP

Other Private Fund

$88.2M

Mar 28, 2024

Mar 30, 2022

reported

021-434663

MACKENZIE GLOBAL ENVIRONMENTAL EQUITY FUND (CAYMAN) LTD.

Other Private Fund

$88.2M

Mar 28, 2024

Mar 30, 2022

reported

021-434666

MACKENZIE GLOBAL ENERGY LONG / SHORT MASTER FUND (CAYMAN) LP

Hedge Fund

$18.3M

May 4, 2018

Jun 6, 2017

dropped

n/a

CUNDILL GLOBAL VALUE, L.P.

Hedge Fund

$12.0M

May 4, 2018

Mar 30, 2012

dropped

021-9999999999

MACKENZIE GLOBAL ENERGY LONG / SHORT FUND (DELAWARE) LP

Hedge Fund

$2.0M

May 4, 2018

Jun 6, 2017

dropped

n/a

CUNDILL INTERNATIONAL COMPANY LTD.

Hedge Fund

$1.5M

Jun 6, 2017

Mar 28, 2013

dropped

n/a

MACKENZIE GLOBAL ENERGY LONG / SHORT FUND (CAYMAN) LTD.

Hedge Fund

May 4, 2018

Jun 6, 2017

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ASHCROFT, KRISTIN, ELIZABETH

DIRECTOR AND EXECUTIVE VICE-PRESIDENT, PRODUCTS AND SOLUTIONS

yes

03/2023

Mar 30, 2020

Mar 28, 2024

Bartlett, Naomi, Kim

Director

yes

03/2022

Mar 30, 2022

Mar 28, 2024

BOYLE, CHRISTOPHER, WILSON JAY

SENIOR VICE PRESIDENT, INSTITUTIONAL

yes

01/2017

Mar 31, 2017

Mar 28, 2024

Chateram, Gary, Nathanial

SENIOR VICE-PRESIDENT, CO-HEAD OF RETAIL

yes

09/2020

Mar 31, 2021

Mar 28, 2024

DESMARAIS, ANDRE, ROGER

Trustee

yes

10/2013

Oct 29, 2013

Mar 28, 2024

DESMARAIS, PAUL, GUY

Trustee

yes

10/2013

Oct 29, 2013

Mar 28, 2024

Dibden, Michael, William

EXECUTIVE VICE-PRESIDENT, CHIEF OPERATING OFFICER

yes

06/2017

Mar 29, 2018

Mar 28, 2024

DOER, GARY, ALBERT

Trustee

yes

05/2023

Mar 28, 2024

FLEMING, GREGORY, JAMES

Trustee

yes

02/2024

Mar 28, 2024

GAVAN, KAREN, LYNN

Director

yes

05/2007

Mar 30, 2012

Mar 28, 2024

Goldberg, Rhonda, Suzanne

EXECUTIVE VICE-PRESIDENT, GENERAL COUNSEL

yes

03/2019

Mar 29, 2018

Mar 28, 2024

GOULD, JOSEPH, LUKE GREGOIRE

DIRECTOR, CHARIMAN PRESIDENT AND CHIEF EXECUTIVE OFFICER

yes

07/2022

Oct 29, 2013

Mar 28, 2024

IGM FINANCIAL INC.

Shareholder

yes

08/1978

Mar 28, 2013

Mar 28, 2024

Locke, Steven, Gregory

CHIEF INVESTMENT OFFICER, FIXED INCOME AND MULTI-ASSET STRATEGIES

yes

01/2021

Mar 31, 2021

Mar 28, 2024

MACKENZIE INC.

Corporation

yes

01/2003

Mar 30, 2012

Mar 28, 2024

Marks, Lesley, Carolyn

CHIEF INVESTMENT OFFICER, EQUITIES

yes

01/2021

Mar 31, 2021

Mar 28, 2024

McCuaig, Nancy, Elizabeth

Director

yes

03/2022

Mar 30, 2022

Mar 28, 2024

Milne, Douglas, Gordon McIntosh

EXECUTIVE VICE-PRESIDENT, CHIEF MARKETING STRATEGY OFFICER

yes

05/2017

Mar 29, 2018

Mar 28, 2024

PANSOLO HOLDING INC.

Shareholder

yes

10/2015

Mar 30, 2023

Mar 28, 2024

Potter, Keith, David Bernard

EXECUTIVE VICE-PRESIDENT AND CHIEF FINANCIAL OFFICER

yes

07/2022

Mar 30, 2023

Mar 28, 2024

POWER CORPORATION OF CANADA

Shareholder

yes

12/2008

Mar 30, 2012

Mar 28, 2024

POWER FINANCIAL CORPORATION

Shareholder

yes

04/1940

Mar 30, 2012

Mar 28, 2024

REITER CURRIE, CYNTHIA, ANN

EXECUTIVE VICE-PRESIDENT, CHIEF HUMAN RESOURCES OFFICER

yes

09/2018

Mar 29, 2019

Mar 28, 2024

ROUNTES, THEODOROS

VICE-PRESIDENT, FUND SERVICES AND CHIEF FINANCIAL OFFICER, FUNDS

yes

02/2012

Mar 30, 2012

Mar 28, 2024

SEIDLER, GILLIAN, ELOISE

VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

05/2018

Mar 29, 2019

Mar 28, 2024

THE DESMARAIS FAMILY RESIDUARY TRUST

Shareholder

yes

10/2013

Oct 29, 2013

Mar 28, 2024

Westlind, Nicholas, Lars

Director

yes

03/2023

Mar 28, 2024

DESMARAIS, SOPHIE

Trustee

03/2018

Mar 29, 2018

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MACKENZIE INVESTMENTS CORPORATION

n/a

Asset manager

$18B

yes

n/a

MACKENZIE INVESTMENTS EUROPE LIMITED

n/a

Asset manager

$5.3B

yes

n/a

MACKENZIE INVESTMENTS ASIA LIMITED

n/a

Asset manager

$2.5B

yes

n/a

CANADA LIFE ASSET MANAGEMENT LIMITED

n/a

yes

n/a

CANADA LIFE INVESTMENT MANAGEMENT LTD.

n/a

yes

n/a

CHINA ASSET MANAGEMENT CO., LTD.

n/a

yes

n/a

COUNSEL PORTFOLIO SERVICES INC.

n/a

yes

n/a

I.G. INSURANCE SERVICES INC.

n/a

yes

n/a

I.G. INVESTMENT MANAGEMENT, LTD.

n/a

yes

n/a

INVESTORS GROUP FINANCIAL SERVICES INC.

n/a

yes

n/a

INVESTORS GROUP SECURITIES INC.

n/a

yes

n/a

INVESTORS GROUP TRUST CO. LTD.

n/a

yes

n/a

IPC INVESTMENT CORPORATION

n/a

yes

n/a

IPC SECURITIES CORPORATION

n/a

yes

n/a

MACKENZIE EM FUNDS MANAGEMENT (CAYMAN) LTD.

n/a

yes

n/a

MEMLS FUND MANAGEMENT (CAYMAN) LTD.

n/a

yes

n/a

MMLP GP INC.

n/a

yes

n/a

NORTHLEAF CAPITAL PARTNERS (CANADA) LTD.

n/a

yes

n/a

THE CANADA LIFE ASSURANCE COMPANY

n/a

yes

n/a

WEALTHSIMPLE INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Winnipeg

n/a

Canada

Vancouver

n/a

Canada

Toronto

n/a

Canada

Toronto

n/a

Canada

yes

Calgary

n/a

Canada

Montreal

n/a

Canada

NORTH VANCOUVER

n/a

Canada

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$195B

1,362

107

n/a

2024

Mar 28, 2025

$162B

1,323

105

n/a

2023

Mar 28, 2024

$158B

1,496

107

$176M

2022

Mar 30, 2023

$132B

1,970

124

$31.2M

2021

Mar 30, 2022

$162B

1,358

119

$10.3M

2020

Mar 31, 2021

$142B

1,125

112

n/a

2019

Mar 30, 2020

$57B

1,048

n/a

2018

Mar 29, 2019

$49B

1,017

n/a

2017

Mar 29, 2018

$51B

996

$33.3M

2016

Mar 31, 2017

$49B

946

n/a

$13.9M

2015

Mar 29, 2016

$45B

912

n/a

$16.4M

2014

Mar 27, 2015

$62B

909

n/a

$27.4M

2013

Mar 28, 2014

$62B

1,006

n/a

$54.5M

2012

Mar 28, 2013

$62B

950

n/a

$79.4M

2011

Mar 30, 2012

$64B

n/a

$24.3M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$195B

$162B

20.0%

$132B

13.7%

1,362

1,323