MACKENZIE FINANCIAL CORPORATION - Key Persons
Job Titles:
- Assistant Vice President, Real Estate Asset Manager
Andrei Novak is Assistant Vice President, Real Estate Asset Manager on the Mackenzie Real Estate Team located in Toronto. He focuses on actively managing real property assets and analyzing investment opportunities Eastern Canada.
Andrei joined the Investors Real Property Fund (IRPF) portfolio management team in 2015. He started his career in the real estate industry in 2002 with a major national development company and gained valuable experience in development, acquisitions and asset management. Immediately prior to his current role, Andrei worked for a prominent Canadian pension fund.
He holds an MBA degree from Murray State University in Kentucky, is a CFA charterholder and a member of Toronto CFA society.
Job Titles:
- Senior Vice President, Portfolio Manager, Head of Team
Andrew is a seasoned investment professional with more than 20 years of analytical and portfolio management experience, both in Canada and abroad.
Managing sustainable investment mandates for over 10 years, Andrew's approach can best be categorized as best-in-class ESG as he prioritizes companies with progressive ESG behaviours.
Andrew holds a BA in Economics from Simon Fraser University.
Job Titles:
- Vice President, Head of Asset Management Risk
Job Titles:
- Portfolio Manager
- Vice President
Bryan Mattei brings more than 16 years of experience in the investment management industry to Mackenzie and works in our Dublin office. As lead portfolio manager on the Mackenzie International Small Cap Fund and the Mackenzie European Mid-Cap Fund, he is responsible for the overall management of both strategies. He is also a portfolio manager on the Mackenzie Global Small-Mid Cap Fund.
Prior to joining Mackenzie in 2013, Bryan was the Head of Research in Ireland for a global investment firm. Before that, he managed the European and Japanese equity funds at a leading wealth management firm in Dublin.
Bryan earned his Bachelor of Science magna cum laude from Boston College, Carroll School of Management and studied Business, Economics and Social Sciences at Trinity College Dublin. He is a CFA Charterholder.
Job Titles:
- Head of US Institutional Distribution
Job Titles:
- Senior Vice President, Head of Global Institutional and Partnerships
Job Titles:
- President ( IGM Financial - Quebec )
Job Titles:
- SVP, Head of Credit, Portfolio Manager
Dan Cooper, CFA SVP, Head of Credit, Portfolio Manager Mackenzie Fixed Income Team Investment experience since 1997 Joined Mackenzie in 1997 Responsible for the active management of $10 billion of higher yielding portfolios, overseeing portfolio managers, the Head of Investment Research and six analysts Joined the Fixed Income Team as a high yield credit analyst in 2006 and has held progressively more senior positions and responsibilities BComm from York University
Job Titles:
- Head
- Investors
- Senior Vice President, Portfolio Manager, Head of Mackenzie Global Equity & Income Team
With over 25 years of investment experience, Darren has held senior portfolio management roles at some of Canada's most renowned investment firms
Darren McKiernan, Head of the Mackenzie Global Equity & Income Team, on what performance means to his team and how they deliver for investors.
Joined Bluewater in 2022; investment experience since 2003 Ten years at a leading investment firm as a Portfolio Manager on a number of strategies. Worked in equity research for a tier one Canadian investment dealer, and at a high-net-worth investment boutique. BA (Hons.) degree from the University of Western Ontario
Job Titles:
- Senior Vice President, Portfolio Manager, Team Co - Lead
For the past decade, David has led the team's US and global mandates, including foreign exposure in the Canadian mandate.
David brings his training as an economist and over 20 years of experience as a portfolio manager specializing in US/global equities.
Job Titles:
- Member of Board of Governors for SickKids Foundation
- VP, Chief Fixed Income Strategist
Dustin Reid, MBA VP, Chief Fixed Income Strategist Mackenzie Fixed Income Team Investment experience since 1997 Joined Mackenzie in 2018 Specializes in macro research/analysis of global monetary and fiscal policy, economic data, geopolitics, and market positioning helping to determine duration, yield curve, and currency positions for our strategies. Former Chief Market Strategist of a macro research house; Global Head of foreign exchange strategy at a multinational European bank; and economist at a Swiss investment bank Began his career as a trader for the Bank of Canada's Foreign Reserve Fund and quantitative researcher at a major bank BA in economics; MBA from the Ivey Business School at University of Western Ontario. Additionally, Dustin is a member of Board of Governors for SickKids Foundation.
Job Titles:
- Senior Vice President, Head of Sustainability, Marketing, and Client Experience
Felix Wong, MBA,CFA VP, Portfolio Manager Mackenzie Fixed Income Team Investment experience since 1988 Joined Mackenzie in 1988 Oversees tactical portfolio management of Canadian investment-grade portfolios Previously, held roles of AVP of Credit at a large international bank, and research analyst covering Asia-Pacific at a boutique investment firm, which was acquired by Mackenzie Investments in 2008 BSc and MBA from the University of Toronto
Job Titles:
- Head of Retail
- Senior Vice President
Job Titles:
- Portfolio Manager
- Vice President
- Vice President, Portfolio Manager, Head of Team
Graham Zakaluk, Vice President, Portfolio Manager, is Head of the Mackenzie Real Estate Team and is responsible for the overall management and growth of the real estate portfolio.
Graham joined the real estate portfolio management team in 2010. He brings more than a decade of real estate experience to his role, having joined Investors Group in 1999 as a Manager in the Finance department and advancing through successive positions in Finance to Vice President, Corporate Services and Expense Management.
Job Titles:
- Senior Vice President, Asset Management Operations
Hadiza Djataou, MBA VP, Portfolio Manager Mackenzie Fixed Income Team Investment experience since 2002 Joined Mackenzie in 2019 Responsible for the active management of global fixed income mandates, employing fundamental and quantitative strategies. Participates in ESG integration across fixed income mandates. Worked as a fixed income portfolio manager for 12 years at a global investment firm in Paris, managing global credit and aggregate bond portfolios BA in mathematics and computer science; two MAs in banking, monetary policies and international finance from Université Paris Dauphine; MBA from Washington University
Job Titles:
- Associate Portfolio Manager
Irina brings over a decade of experience in the investment management industry to Mackenzie. She is responsible for asset class research and strategy, manager due diligence, trading and championing the Managed Risk Portfolios.
Prior to joining Mackenzie in 2024, Irina worked at two leading investment firms, managing multi-asset portfolios and advising on FX strategy, and at the Bank of Canada.
Irina holds Bachelor's degrees in Health Sciences and Economics, both with distinction, and a Master's degree in Economics from the University of Toronto. She is also a Chartered Investment Manager (CIM).
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.
Three years at a Toronto-based asset management firm. BSc degree in Civil Engineering from University of Manitoba; MBA from the Ivey Business School at the University of Western Ontario.
James Barnby, AVP, Portfolio Manager on the Mackenzie Global Equity & Income Team, explains how the fund's active options strategy seeks to generate stable monthly income and capital appreciation.
Job Titles:
- Vice President, Head of HRBP ( Human Resource Business Partners ) and Employee Communications
Jenny Wan, CIM Portfolio Manager Mackenzie Fixed Income Team Investment experience since 2003 Joined Mackenzie in 2021 Oversees fixed-income portfolio management and bond analytics across a variety of Canadian investment-grade portfolios Worked as a portfolio manager for a Canadian asset management firm, which was acquired by Mackenzie in 2021 BA in economics from the University of Waterloo
Job Titles:
- Portfolio Manager
- Vice President
19 years in senior executive and portfolio manager roles at a global leader in investing, where she specialized in global healthcare and consumer sectors Former global strategy equity analyst at a major bank BSc degree in Mathematics; MBA from Dalhousie University
Job Titles:
- Executive Vice President, Chief Financial Officer ( IGM Financial )
Ken Yip, MBA VP, Portfolio Manager Mackenzie Fixed Income Team Investment experience since 2005 Joined Mackenzie in 2014 Specializes in non-investment grade assets Worked on the Debt Capital Markets team at a major Canadian bank, playing a role in structuring high yield transactions. Began his career as a Financial Analyst with a global credit rating agency BA in economics, finance and international trade; MBA from the Rotman School of Management at University of Toronto
Job Titles:
- SVP, Head of Fixed Income, Portfolio Manager
Konstantin Boehmer, MBA SVP, Head of Fixed Income, Portfolio Manager Mackenzie Fixed Income Team Investment experience since 2003 Joined Mackenzie in 2013 Responsible for active management of $60 billion of global fixed income assets using fundamental and quantitative/technical strategies Previously, held senior fixed income portfolio management roles in Germany and New York at a global investment firm BA in European business and Spanish; MBA from the Sloan School of Management, MIT
Job Titles:
- Executive Vice President, Head of Product and Solutions
Job Titles:
- Senior Vice President, Head of Portfolio Solutions
Les brings over 25 years' experience in asset management to his role as Head of Portfolio Solutions for Mackenzie Investments. Before joining Mackenzie in November 2017, Les was Head of Asset Allocation at Investors Group since 2014. As Senior Vice-President, Head of Portfolio Solutions, Les is responsible for managing all four Managed Risk Portfolio Solutions totally over $16 billion for Investors Group clients. In addition, Les works with the IG Consultant network to increase its focus on asset allocation solutions and strategies for clients and prospects. Since joining Mackenzie Investments, he has also been a member of Mackenzie Investments Global Investment Committee.
Les has a MA in Economics from the University of Reading in England and a BA in Economics from York University. He is also a CFA charterholder.
Job Titles:
- Chief Investment Officer, Equities
Job Titles:
- Chief Executive Officer
- President
Job Titles:
- Member of the Funds under Management Team
Cundill acknowledges that environmental, social and governance (ESG) risks can negatively impact the value of a company. Therefore, the team integrates ESG risks into their bottom-up security selection process.
Job Titles:
- Member of the Mackenzie Global Equity & Income Team
Job Titles:
- Member of the Mackenzie Global Equity & Income Team
Mark Hamlin, CFA VP, Portfolio Manager Mackenzie Fixed Income Team Investment experience since 1995 Joined Mackenzie in 2021 Co-manages investment grade portfolios Previously, was a member of a portfolio management team managing $17 billion of fixed income assets for an asset management firm, which was acquired by Mackenzie in 2021 Worked in senior positions with leading financial companies in London, UK and New York BA in economics from Carleton University
Job Titles:
- Senior Investment Director
Matt Goodwin, MBA VP, Senior Investment Director Mackenzie Fixed Income Team Investment experience since 2002 Joined Mackenzie in 2023 Responsible for communicating performance, positioning, and portfolio construction of Mackenzie's suite of fixed income products, as well as thought leadership Previously worked at a bank-owned asset management firm with roles in fixed income trading, investment management, institutional and retail distribution, product development and strategy BBA in accounting, MBA from the Rotman School of Management at the University of Toronto
Movin Mokbel, MBA,CFA VP, Portfolio Manager Mackenzie Fixed Income Team Investment experience since 1998 Joined Mackenzie in 2012 Specializes in the loan market and high-yield bond mandates, engaging with credit and trading teams in day-to-day securities selection and trading Worked on Wall Street as a high-yield analyst on the trading desk and a deal-structuring investment banker BSc; MBA from University of Toronto
Job Titles:
- Senior Investment Analyst
Neal joined the Portfolio Solutions team in 2022. Prior to joining Mackenzie, Neal was a Research Associate and member of the US & Global Equity team at Jarislowsky Fraser, an Institutional Asset Manager with over $50 billion in AUM. Neal also worked at RBC and Scotia Capital accumulating experience in various finance roles. Neal received an Honours bachelor's degree in mathematics from the University of Waterloo where he double majored in statistics and business administration. Neal is also a CFA charterholder.
Job Titles:
- Senior Vice President, Investment Management
Nick Scott, Senior Vice President, Investment Management, is a Portfolio Manager and Head of the on the Mackenzie Asia Team for the Mackenzie Global Small-Mid Cap Fund. He brings more than 25 years of capital markets experience to his role as Head of Asian Equities.
Before joining the firm in 2014, Nick was Chief Investment Officer - Asia Pacific Equities at a major asset manager in Hong Kong. He has also worked at a Canadian bank and several other asset managers globally, where he held progressively senior/executive roles.
Nick has a Bachelor of Arts degree in International Business and Finance from the University of Westminster (U.K.) and is an Associate of the Institute of Investment Management and Research.
Job Titles:
- Senior Vice President, Head of Business Operations and Strategy
Rami's career in the investment industry began in 2009. He joined Mackenzie in 2018 and was promoted to AVP, Portfolio Manager in January 2024. Prior to joining Mackenzie, Rami spent two years as an Investment Analyst at one of Canada's leading high-net-worth investment management firms, where he covered US and Canadian equities. Rami also worked for two years as an Investment Analyst at one of Canada's leading institutional investment management companies covering small cap Canadian equities. Rami started his investment career on the sell side as a Research Associate covering technology stocks.
Rami has an MBA and a Bachelor of Electrical Engineering from Dalhousie University. He is a CFA charterholder.
Job Titles:
- Executive Vice President, General Counsel ( IGM Financial )
Job Titles:
- Portfolio Manager
- Head of the Mackenzie Cundill Team
- Senior Vice President, Investment Management, Portfolio Manager, Head of Team
The Team is led by portfolio manager Richard Wong, who has extensive experience in fundamental equity analysis and portfolio construction.
Richard joined Mackenzie Investments in 2016 and has more than 25 years of investment experience. Prior to joining Mackenzie Investments, Richard was a Global Portfolio Manager at a Canadian institutional value investment firm with more than $5 billion in client assets. He started his career in the corporate and investment banking group of a major Canadian bank.
Richard has a B. Comm. (Finance) with honours from the University of British Columbia. He is a CFA charterholder.
Richard Wong, Head of the Mackenzie Cundill Team, believes we are in a new economic cycle and explains why value investing can lead in a world that is returning back to normal.
Job Titles:
- Assistant Vice President, Real Estate Asset Manager
Romain Collet is Assistant Vice President, Real Estate Asset Manager on the Mackenzie Real Estate Team located in Vancouver. He focuses on actively managing real property assets and analyzing investment opportunities in Western Canada.
Romain joined the real estate asset management team in 2018. Before joining the company, Romain spent almost a decade in the commercial real estate industry in both the asset management and mortgage lending fields, first in France, where he was born and raised, and in Vancouver since 2015.
Romain holds a Master's in Civil Engineering from the École Spéciale des Travaux Publics in Paris and an MBA from the Ecole Supérieure de Commerce de Paris, also in Paris, and is completing his CIM® designation.
Ryoichi Hayashi brings over 14 years of experience in the investment management industry to Mackenzie and is located in our Hong Kong office. Ryoichi is a co-portfolio manager on the International Small Cap team where he focuses on Asian equities.
Prior to joining Mackenzie in 2018, Ryoichi worked in the Abu Dhabi Investment Authority as a research analyst and focused on the Japanese consumer staples and materials sectors. Ryoichi started his career at BlackRock first in Japan and later in Hong Kong, where he worked as a research analyst on the Japanese fundamental investment team, a portfolio manager on the quantitative investment team, and finally as a portfolio manager on the Pan-Asia fundamental investment team.
Ryoichi earned his Bachelor of Engineering in Operations Research from Keio University in Japan, and Master of Arts in International Relations and Economics from Syracuse University in the United States. Ryoichi is fluent in Japanese, English and Mandarin. He is a CFA Charterholder.
Job Titles:
- Executive Vice President, Chief Information Officer ( IGM Financial )
Job Titles:
- Portfolio Manager
- Senior Vice President
Seamus Kelly, Senior Vice President, Investment Management, is the lead Portfolio Manager and Head of the Mackenzie Europe Team.
Seamus joined the firm in 2014. He has more than 20 years of investment management experience in global equities, European equities and multi-asset portfolios. Prior to joining Mackenzie, Seamus worked at two other European asset managers from 1998 to 2008 in various investment management roles, including Senior Portfolio Manager.
Seamus has a Bachelor of Business Studies, Economics & Finance degree from the University of Limerick, a Master of Science degree in Investment and Treasury from Dublin City University and a Diploma in Technical Analysis from the U.K. Society of Technical Analysts.
Job Titles:
- Head of US Consultant Relations & Client Service
Job Titles:
- Vice President, Portfolio Manager, Team Co - Lead
Joined Bluewater in 2010; investment experience since 2010 Sector generalist specializing in Canadian equities BSc degree in Biochemistry, MBA and CFA
Job Titles:
- Head of EMEA Institutional Distribution
Job Titles:
- Chief Investment Officer, Fixed Income and Multi - Asset Strategies
Job Titles:
- SVP, Head of Fixed Income Trading
Tom Jurisic SVP, Head of Fixed Income Trading Mackenzie Fixed Income Team Investment experience since 1994 Joined Mackenzie in 2010 Oversees a team of traders focused on best execution across a wide range of securities, including sovereign bonds, corporate bonds, high yield bonds, floating rate loans, emerging market debt, money markets and fixed income derivatives Member of the Trade Management Oversight Committee and the Fund Liquidity Risk Management Committee BComm from York University
Joined Bluewater in 2022; investment experience since 2001 Fifteen years at a leading investment firm as lead Portfolio Manager on a number of strategies focusing on North American equities. BComm degree from Queen's University
Job Titles:
- Head of Mackenzie China / Head of Mackenzie China
- Senior Vice President, Head of Mackenzie Investments China