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Building 2MACKENZIE INVESTMENTS

Map pinTORONTO, ONTARIO
Phone416-967-2323
NotebookSEC #801-25226
Total AUM
$194.9B
Employees
1,362
Clients
489

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 QUEEN STREET WEST
TORONTO, ONTARIO
M5V 3K1
Canada
Operating Hours
8:30AM TO 5:30PM (EST)
Monday - Friday
Phone
416-967-2323
Other Offices
7

ReceiptFinancials

Total AUM
$194.9B
Accounts
685
Discretionary
$194.9B
Accounts
685
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
477
AUM
$163.2B
Pension/Profit Sharing Plan Clients
7
AUM
$2.4B
Charitable Organization Clients
1
AUM
$5M
Government Entity Clients
1
AUM
$2.4M
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$29.1B
Other Clients
1
AUM
$94.4M
Description of Other Clients
FOREIGN MEDICAL ASSOCIATION

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 21 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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