Office address: 180 Queen Street West, Toronto, ON M5V 3K
Website: www.mackenzieinvestments.com
Year established: 1967
Company type: investment management firm
Employees: approx. 1,350
Expertise: investment management, mutual funds, institutional, ETF, investments, and ETFs
Parent company: IGM Financial
CEO and key people: Luke Gould, President and CEO
Financing status: corporation
Mackenzie Investments is one of Canada's leading investment management firms, with $192.2 billion in assets under management as at December 31, 2022. The company is a subsidiary of IGM Financial, a leading name in wealth management in Canada.
Mackenzie Investments has offices across Canada and in the USA, Ireland, the UK, and China.
Mackenzie Investments started in 1967 with just one employee working with one advisor. That image of two people working in partnership has come to symbolize what Mackenzie Investments is all about. Today, the company works with 175 investment advisors to serve over a million clients. This partnership has grown steadily over the years, making Mackenzie Investments one of the leading investment management firms in Canada.
Mackenzie Investments offers a wide range of investment products and services, such as:
Mackenzie Investments is known for a strong corporate culture that values diversity, inclusion, and employee development. The company was recognized as one of the Greater Toronto Area’s Top 100 Employers in 2022.
Mackenzie proudly states that employees can build their career with confidence. The company supports employees with opportunities to learn, room to challenge, and free rein to grow in a supportive environment. A solid diversity and inclusion program is among Mackenzie’s top priorities; the company’s goal is to be seen as a workplace where everyone feels safe and valued.
Luke Gould was appointed President and CEO of Mackenzie Investments in 2022. He has been with the organization for over 25 years now, having joined IGM Financial, Mackenzie’s parent company, in 1997.
Gould started out as a financial analyst, working his way up to Vice President in 2005. He then took on different leadership roles within the IG Group before assuming his current role.
Gould graduated from the University of Manitoba with a Bachelor of Commerce (Honours) degree. He is also a CFA charterholder.
Mackenzie Investments has a strong track record of investment performance, a broad range of products and services, and a strong commitment to partnership. To this day, the company values its relationship with its employees, advisors, and investors. With steady, consistent growth, Mackenzie Investments will retain its stronghold as one of the top employers and investment management firms in Canada.
A sound, thoughtful succession plan is key to preserving legacy for both advisors and clients.
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