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MACKENZIE INVESTMENTS
MACKENZIE FINANCIAL CORPORATION
CRD 110338 · SEC 801-25226
180 QUEEN STREET WEST, TORONTO, ONTARIO, M5V 3K1, Canada
Phone
416-967-2323
Fax
416-922-7062
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$194.88B
Discretionary AUM
$194.88B
Team
1362 total employees; 107 advisory reps; 10 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 477 | $163.23B |
| Pension/profit sharing plans | 7 | $2.43B |
All web addresses on file
Official SEC filing: View on IAPD