Mackenzie Investments expands ETF lineup with global equity gold overlay and systematic multi-factor solutions (opens in a new tab)
The Multi-Asset Strategies Team launched four ETFs, three of them under the new Mackenzie Modus brand.
Investment Management
Toronto-based IGM Financial asset manager with about $270B in AUM, a boutique investment structure and one of Canada's larger asset-management intern programs.
Mackenzie Investments is a Toronto-headquartered asset manager founded in 1967 and owned by IGM Financial, part of the Power Corporation group. It manages about $270.5 billion (2026-08-31) for more than one million retail and institutional clients, including large sub-advisory mandates for Canada Life, through specialized investment boutiques with about 150 investment professionals. It has offices across Canada and in Beijing, Boston, Dublin, Hong Kong and London. For students it is one of the most structured buy-side entry points in Canada: it takes more than 70 interns a year across three terms and runs a two-year new-graduate rotational program with an Investment Management stream in Toronto.
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Steve Locke's platform of about 85 investment professionals running institutional and retail fixed income, quantitative equity and multi-asset strategies, including the new Mackenzie Modus systematic ETFs.
About 80 investment professionals in fundamental equity boutiques (e.g. Bluewater/Quality Equity, GQE) overseen by Equities CIO Lesley Marks.
Sells mutual funds and ETFs through financial advisors, supported by national accounts, tax and estate, and practice management teams.
Institutional and strategic-partnership sales and service with over $167 billion in assets (January 2026), including sub-advisory mandates for Canada Life.
Mackenzie Investments Asia promotes Mackenzie's initiatives and asset growth in Asia, with offices in Beijing and Hong Kong.
The official Contact page gives only the Toronto head office (180 Queen St. W). Press-release boilerplate says Mackenzie has 'offices across Canada' plus Beijing, Boston, Dublin, Hong Kong and London, but no official page lists the other Canadian offices. This list may be incomplete.
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Boston · Dublin · London · Hong Kong · Beijing
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3 reasons for Mackenzie Investments
The firm’s investment philosophy is published and almost no candidate reads it. Quoting a manager’s own stated criteria back to them, with one company you applied it to, beats any structural reason here. Say which part you agree with and, if you can defend it, one part you would push on.
Organised as distinct investment boutiques under one roof, so the house does not impose a single view and you can see several philosophies side by side.
Power Corporation ownership gives long-term stability.
Strong retail distribution means you see how products reach investors.
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President and Chief Executive Officer
Executive
CEO of Mackenzie since 2022-07-01. He was IGM Financial's EVP and CFO from 2018 to 2022, after joining the IGM group in 1997 and holding treasury and CFO roles at IG Wealth Management and Mackenzie. He sits on the boards of China Asset Management, Northleaf Capital Group and Alpine Canada.
Chief Investment Officer, Fixed Income and Multi-Asset Strategies
Investments
Joined in 2008 and oversees about 85 investment professionals in fixed income, quantitative equity and multi-asset strategies, plus global investment operations. He began in 1994 as a bond trader and credit analyst.
Chief Investment Officer, Equities
Investments
Joined in 2021 and oversees about 80 investment professionals across the fundamental equity boutiques. She spent 22 years at a large Canadian bank, where she built a track record managing Canadian equity portfolios.
Senior Vice President, Head of Global Institutional and Partnerships
Institutional
Joined in 2014 and runs global institutional and strategic-partnership sales and service, covering more than $167 billion in assets as of January 2026. His career spans corporate banking, retail fund distribution and institutional asset management.
Senior Vice President, Head of Retail
Retail distribution
Joined in 2020 and leads the retail sales team serving financial advisors, along with the national accounts, tax and estate, and practice management teams.
Senior Vice President, Head of Mackenzie Investments Asia
Asia
Joined in 2017 to lead Mackenzie's initiatives and asset growth in Asia. She previously spent her career at a large European asset manager in roles from fixed income investing to China chief representative.
Professional information only, drawn from official biographies and published reporting. BSO never lists private contact details.
Oct 9, 2026
Tyler HewlettDeparture
Mackenzie Investments → —
Leaving for a new opportunity. Shah Khan and Dave Taylor take over his Bluewater and FuturePath funds, and the team's process is unchanged.
The Multi-Asset Strategies Team launched four ETFs, three of them under the new Mackenzie Modus brand.
Quality Equity Team PM Tyler Hewlett is departing; his funds pass to Shah Khan and Dave Taylor.
IGM names Damon Murchison President and CEO from 2026-07-01; James O'Sullivan moves to lead Power Corporation.
IGM Financial CFO Luke Gould is appointed President and CEO of Mackenzie.
Mackenzie Investments is founded.
No sourced transactions for this firm. BSO publishes a fact only once it can attribute it to a named source, so these stay off the page rather than being filled in from inference. If you know something published that belongs here, it is the fastest way to get it added.
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Mackenzie Investments · Oct 1, 2026 · mackenzieinvestments.com
Mackenzie Investments · Sep 16, 2026 · mackenzieinvestments.com
IGM Financial · Sep 3, 2026 · igmfinancial.com
IGM Financial · Feb 18, 2026 · igmfinancial.com
Mackenzie Investments · Date unavailable · mackenzieinvestments.com
Mackenzie Investments · Date unavailable · mackenzieinvestments.com
Mackenzie Investments · Date unavailable · mackenzieinvestments.com
Mackenzie Investments · Date unavailable · mackenzieinvestments.com
Mackenzie Investments · Date unavailable · mackenzieinvestments.com
Mackenzie Investments · Date unavailable · mackenzieinvestments.com
Mackenzie Investments · Date unavailable · mackenzieinvestments.com
Mackenzie Investments · Date unavailable · mackenzieinvestments.com
Mackenzie Investments · Date unavailable · mackenzieinvestments.com
Mackenzie Investments · Date unavailable · mackenzieinvestments.com
IGM Financial · Date unavailable · igmfinancial.com
Mackenzie Investments · Date unavailable · mackenzieinvestments.com
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Posting open May to Jun; Interviews Jun to Jul; Offers Jul to Aug.Programs
Internship / co-op · Toronto (investment management); Winnipeg & Toronto (IGM technology and operations)
More than 70 interns a year across winter (January–April), summer (May–August) and fall (September–December) terms, in areas such as investment management, technology and marketing, with learning sessions and intern socials.
Full-time rotational (new graduate) · Toronto (Investment Management stream); Winnipeg & Toronto (Technology & Delivery, Operations Management streams)
Two-year program of four department rotations with a mentor. The Investment Management stream in Toronto rotates through the fixed income and equity teams.
Typical background
GuidanceA Big Six or boutique investment bank, a pension rotation, or asset management.
Large-cap platforms and global multi-strategy funds
Upper mid-market PE, infrastructure, the Maple 8 and large managers
Mackenzie Investments is hereMid-market PE, mid-sized managers, domestic hedge funds and smaller pensions
Small-cap private equity, boutique managers and early-stage VC
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Guidance