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Mackenzie Investments
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Investment management and advisory services provider
Mackenzie Investments
Work Here?
Investment management and advisory services provider
Overview
Mackenzie Investments is an investment management firm that provides investment advisory and related services to retail and institutional clients. It manages assets through research-driven strategies and a range of investment products, helping clients grow and protect their wealth. The company combines asset management expertise with disciplined research, risk management, and client-focused service to assemble and monitor portfolios that align with each client's goals. What sets Mackenzie apart is its deep heritage and emphasis on thought leadership, a strong roster of talent recruited from top institutions, and the stability of its ownership, all centered on helping investors succeed. The company's goal is to build confidence for investors in a changing world by delivering timely ideas and reliable performance thatsupports financial success for its clients.
About Mackenzie Investments
Industries
Consulting
Financial Services
Company Size
N/A
Company Stage
N/A
Total Funding
N/A
Headquarters
Toronto, Canada
Founded
1967
People at Mackenzie Investments
People at Mackenzie Investments who can refer or advise you
Simplify's Take
What believers are saying
- U.S. institutional market expansion via SEI's $260B+ CIT platform.
- Quantitative strategies combine data science with portfolio management differentiation.
- Access to defined contribution and benefit plan segments via CITs.
What critics are saying
- SEI operational failures or regulatory issues directly impact Mackenzie's CIT services.
- Established U.S. boutiques compete directly in quantitative equity CIT space.
- Fragmented 16-boutique structure dilutes focus versus unified U.S. competitors.
What makes Mackenzie Investments unique
- 16 investment boutiques deliver distinct quantitative equity strategies across geographies.
- SEI partnership provides $260B+ CIT infrastructure for U.S. institutional access.
- Four new CITs target underserved defined contribution and benefit plans.
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Benefits
Hybrid Work Options
Wellness Program
Flexible Work Hours
Company News
B.C. allows data breach class action. Court rules privacy claims should be heard in B.C., other claims in Ontario By James Langton | June 25, 2026 | Last updated on June 25, 2026 Plus Icon Image The data breach that affected Mackenzie Financial Corp. and InvestorCOM Inc. sparked dual class-action lawsuits. Now, the Supreme Court of British Columbia has partially certified a claim in B.C., alongside the existing action in Ontario. In 2023, communications firm InvestorCOM learned that a group of cybercriminals exploited a software vulnerability to collect private data on investors, potentially including Mackenzie clients. That prompted the filing of proposed class suits against the fund manager and InvestorCOM in both Ontario and B.C. Last year, the case filed in Ontario was certified as a multi-jurisdictional class proceeding for alleged claims of negligence and breach of contract against both companies, and for breach of fiduciary duty/breach of trust against Mackenzie. However, the judge in Ontario declined to certify claims seeking remedies under provincial privacy legislation. The companies are appealing the certification decision, and the investor plaintiffs are appealing the decision not to certify the privacy claims. That appeal has yet to be scheduled, but in the meantime, a court in B.C. has now certified the case filed in that province - but only for alleged breaches of privacy legislation, ruling that the other claims should be dealt with in the Ontario action. While the plaintiffs in that action argued for certification of the entire case in B.C., the court ultimately ruled that the best option was to just certify the privacy claims in B.C., while leaving the other claims to be resolved in Ontario. "Proceeding in that way gives due consideration to the interests of all parties in each of the relevant jurisdictions, ensures the ends of justice are service for residents of the statutory privacy tort provinces, avoids irreconcilable judgments and minimizes the coordination that will be required in that regard, and promotes judicial economy," the court said in its ruling on June 19. The court also dismissed certain claims for residents of Québec, and it found that investors can pursue claims to compensate them for the risk of future harm, and for the costs of preventing future harm, but not for the "mental or emotional distress" of having their data exposed. It also ruled that there's no basis for punitive damages in the case. None of the allegations have been proven. James Langton. James is a senior reporter for Advisor.ca and its sister publication, Investment Executive. He has been reporting on regulation, securities law, industry news and more since 1994.
Mackenzie Investments partners with SEI to expand U.S. Institutional presence. Rhea-AI summary. Mackenzie Investments and SEI (NASDAQ: SEIC) announced on January 27, 2026 that SEI Trust Company will serve as trustee for four newly launched collective investment trusts (CITs). The CITs - Mackenzie Quantitative International Large Cap, International Small Cap, US Small Cap, and Emerging Markets All Cap - provide U.S. defined contribution and defined benefit plans access to Mackenzie Global Quantitative Equity strategies combining data science and portfolio management. SEI will supply trustee, accounting, valuation, administrative, and fiduciary services. SEI reported $260B+ in AUM as of Sept. 30, 2025. Market reality check. Price: $85.94 Vol: Volume 409,698 is below t... Peers on argus. SEIC is up 0.16%, while key asset-management peers BEN, IVZ, EQH, NTRS, and TROW...
IG Wealth Management wins four 2025 LSEG Lipper Fund Awards for outstanding performance français. News provided by. Nov 06, 2025, 09:30 ET WINNIPEG, MB, Nov. 6, 2025 /CNW/ - IG Wealth Management ("IG") today announced that its investment management team has won four 2025 LSEG Lipper Fund Awards for investment performance across a range of equity and fixed income categories. For over 30 years, the annual LSEG Lipper Fund Awards recognizes funds and fund managers that have excelled in delivering consistently strong risk-adjusted performance relative to their peers based on fund data and proprietary quantitative methodology. These highly regarded awards represent an objective and independent assessment of fund performance. "We're incredibly proud that four of our investment solutions have been recognized for their outstanding performance by the LSEG Lipper Fund Awards," said Damon Murchison, President and CEO, IG Wealth Management. "Congratulations to our exceptional investment management team and our world-class sub-advisory partners for their ongoing efforts to provide our clients with innovative solutions that help enhance their financial well-being." The following funds earned 2025 LSEG Lipper Fund Awards: | Award Category | Fund Name | | Ten-year performance (Canadian Corporate Fixed Income) | IG Mackenzie Canadian Corporate Bond Fund - Series F | | Ten-year performance (Canadian Short Term Fixed Income) | IG Core Portfolio - Income - Series F | | Five-year performance (Canadian Small/Mid Cap Equity) | IG Beutel Goodman Canadian Small Cap Fund - Series F | | Ten-year performance (Natural Resources Equity) | IG Mackenzie Global Resource Fund - Series F | | / | [Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.] | | / | [IG Mackenzie Canadian Corporate Bond Fund (Series F) was awarded the LSEG Lipper Fund Awards Canada 2025 Winner for Canadian Corporate Fixed Income Over ten Years, out of 15 funds. Performance for the fund for the period ended September 30, 2025 is as follows: 5.60% (1 year), 7.50% (3 years), 2.60% (5 years), 3.46% (10 year), and 3.60% (since inception in July 2013).] | | / | [IG Core Portfolio- Income (Series F) was awarded the LSEG Lipper Fund Awards Canada 2025 Winner for Canadian Short Term Fixed Income Over Ten Years, out of 25 funds. Performance for the fund for the period ended September 30, 2025 is as follows: 4.06% (1 year), 4.79% (3 years), 2.34% (5 years), 2.69% (10 years) and 2.79% (since inception in July 2013).] | | / | [IG Beutel Goodman Canadian Small Cap Fund (Series F) was awarded the LSEG Lipper Fund Awards Canada 2025 Winner for Canadian Small/Mid Cap Equity over Five Years, out of 31 funds Performance for the fund for the period ended September 30, 2025 is as follows: 26.07% (1 year), 23.94% (3 years), 19.64% (5 years), 12.15% (10 years) and 11.34% (since inception in July 2013).] | | / | [IG Mackenzie Global Resource Fund (Series F) was awarded the LSEG Lipper Fund Awards Canada 2025 Winner for Natural Resources Equity over Ten Years, out of 19 funds Performance for the fund for the period ended September 30, 2025 is as follows: 31.48 % (1 year), 20.88% (3 years), 27.13 % (5 years), 13.77 % (10 years) and 6.43% (since inception in July 2013).] | For more information about IG Wealth Management and their funds, please visit www.ig.ca. About IG Wealth Management Founded in 1926, IG Wealth Management ("IG") is a Canadian leader in delivering financial planning with approximately $155 billion in assets under advisement as of September 30, 2025. For more than 95 years, IG has been focused on improving the financial well-being of Canadians so they can confidently embrace all of life's possibilities. Through a network of advisors located across the country, IG provides approximately one million clients with personalized advice, comprehensive financial planning, insurance and mortgage services and professionally managed investment solutions. IG is a member of IGM Financial Inc. (TSX: IGM), part of the Power Corporation group of companies and one of Canada's leading diversified wealth and asset management organizations with approximately $302 billion in total assets under management and advisement as of September 30, 2025. For more information, visit ig.ca. About LSEG Lipper Awards The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed. SOURCE IG Wealth Management
Mackenzie Financial Corp purchased a new stake in Bio-Rad Laboratories during the fourth quarter worth $207,000.
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Staggering your Roth conversions can save a lot of money. Under the right circumstances, a Roth IRA can be the best retirement account for tax management. On the back end, you simply can't beat the offer of no income taxes or required minimum distributions (RMDs) in retirement. The catch is the front end, when you pay taxes that might otherwise have boosted your portfolio. If you're making a Roth conversion, you’ll incur conversion taxes
Mackenzie Investments is Hiring for 12 Jobs on Simplify!
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About Mackenzie Investments
Industries
Consulting
Financial Services
Company Size
N/A
Company Stage
N/A
Total Funding
N/A
Headquarters
Toronto, Canada
Founded
1967
Mackenzie Investments is Hiring for 12 Jobs on Simplify!
Find jobs on Simplify and start your career today