Mackenzie Investments

Office address: 180 Queen Street West, Toronto, ON M5V 3K 
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. 

History of Mackenzie Investments 

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. 

Products and Services of Mackenzie Investments 

Mackenzie Investments offers a wide range of investment products and services, such as: 

  • mutual funds 
  • ETFs 
  • segregated funds 
  • retirement and estate planning solutions 
  • Mackenzie Private Wealth 

Culture at Mackenzie Investments 

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.  

About Mackenzie Investments President and CEO Luke Gould 

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. 

Future at Mackenzie Investments 

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. 

Why Mackenzie is going bond-forward in 2024

Mackenzie fixed income CIO outlines dynamics in the bond market now that have his firm recommending an overweight

Mackenzie launches four new ETFs, reopens access to mutual funds

New ETFs includes three fixed income options and a single-ticket equity solution

Middle East Conflict brings focus on weapons investing for ESG managers

Head of Mackenzie Sustainability explains how her firm screens out weapons, highlights why advisors now need to be talking about trade-offs and transparency with clients

Responsible investing remains strong in Canada but there are concerns

Growth expectations have moderated over issues such as greenwashing and data quality

At retirement “inflection point” advisors need to think about decumulation

AVP of retirement solutions outlines how advisors can shift focus from accumulation to decumulation as Canada's population ages

Mackenzie, Horizons, Dynamic launch a range of new Canadian funds

The choice of funds available to Canadian investors continues to expand

Mackenzie CIO of Equities on tech, volatility, fundamentals

Veteran of volatile periods shares her views on technology stocks, outlines Mackenzie's short-term tweaks, and explains why she believes equity fundamentals will prevail

SLC Management hires industry veteran for new high-net-worth role

Michael Schnitman joins the firm from Mackenzie Investments

Why Canadian regulators should bolster ETF investor protection

Kenmar president Ken Kivenko supports the CSA review of ETF regulations

US wealthtech firm launches all-in-one advisor solution in Canada

FusionIQ aims to provide advisors with everything they need for digital wealth management