Our Purpose

Create a more invested world, together.

…so that all Canadians can be better off. We invest in our families, careers and relationships – but what if we were just as invested in our financial futures? We can’t realize our full potential if we sit on the sidelines, only think about the short term, or think we have to go it alone.

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated and more invested so they can meet their full potential.

How?

By creating unshakeable relationships

Our story started in 1967, with one advisor and one employee working together. Since then, partnership has been core to our culture and how we do business. We believe that when we work together in true partnership, we create the greatest impact for everyone.

bull with horns

Invested in
Your Portfolio

We believe in offering a diverse range of innovative, high-performing investment options that can help every investor to reach their full potential.

Investments

Through our 16 boutiques, we offer a broad range of innovative investment options for every investor’s unique needs.

Performance

We strive to deliver the best possible risk-adjusted returns across asset classes, styles and geographies.

Portfolio Construction

We help construct optimized portfolios for better client outcomes.

Invested In
A Better World

We believe in the power of investing responsibly, creating an inclusive culture, and giving back to our communities.

Sustainable Investing Solutions

Invest with impact with SI investment options

RDSP and Charitable Giving

Needs-based solutions for disability planning and philanthropy

Mackenzie Together

We’re all-in, creating a strong, diverse and inclusive investment world
Stronger Relationships

Invested In
Stronger Relationships

We believe in helping advisors and investors stay invested through consultative relationships with professionals who truly care.

Investment Professionals

Learn more about our Portfolio Managers and Investment Experts

A Wealth of Knowledge

Find out how our Tax & Estate, Practice Management, and Private Wealth experts can help you support your clients

Invested in
Continuous
Learning

We believe that knowledge is power. That’s why we make investments easier to understand, so that everyone can be invested. We help advisors stay at the forefront of our industry, keeping them informed and educated so they can demonstrate the true value of advice.

Mackenzie Institute

Mackenzie Institute

Courses, insights and thought leadership designed with advisor learning in mind
Continuing Education Centre

Continuing Education Centre

Accredited courses on timely topics like investing, tax and more
Tools & Resources

Tools & Resources

Explore our Precision Analytics tool and other calculators and tools

At a Glance

Global offices across Canada and in Boston, Dublin, London, Hong Kong and Beijing

1967

Founded in

16

Investment
Botiques

180

Investment
Professionals

$186.8B*

AUM

1M+

Clients

Owned by

IGM Financial
[TSX: IGM] with $244B*
in AUM & AUA

Part of the

Power Financial
[TSX: PWR] group of companies
with $1.8T^ in AUA

*As of Feb 28, 2021 ^As of Dec 31, 2019
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. The content of this webpage (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.