Mackenzie Investments was founded in 1967 and is one of Canada’s largest investment management firms by assets under management. Mackenzie Investments provides investment advisory and related services for retail and institutional clients. With $138 billion in assets under management, Mackenzie Investments distributes its services through a diversified network of third-party financial advisors. Mackenzie Investments is a member of the IGM FinancialInc. group of companies. IGM Financial is one of Canada's largest financial services companies by assets with over $141 billion in total assets under management.
History
1967 - Mackenzie Investments was founded by Alex Christ
1967 - Mackenzie Investments created company's first mutual fund, the Industrial Growth Fund
1973 - Mackenzie Investments went public with a listing on the TSX
1977 - Mackenzie Investments bought a stake in Universal Group of Funds
2008 - Mackenzie Investments acquired Howson Tattersall Investment Counsel and the Saxon Group of Mutual Funds
2011 - Mackenzie Investments announces that it has reached an agreement with B2B Trust, a subsidiary of Laurentian Bank under which B2B Trust will acquire the MRS Companies The transaction is expected to close in November 2011 subject to applicable regulatory notifications and approvals.
2012 - Mackenzie Investments completes the sale of the MRS Companies to B2B Trust, a subsidiary of Laurentian Bank
2013 - Mackenzie Investments announced a proposal to simplify and restructure its product offering through the renaming and merger of several funds as well as the amendment of investment objectives for additional funds. Further, several fund brands will be eliminated.
Mackenzie Investments in the Community
The Mackenzie Investments Charitable Foundation was established in 1999, funded with an endowed gift of $2.3 million from Mackenzie Investments. The Foundation is an employee-driven, non-profit organization that coordinates community giving and donation activities on behalf of the Mackenzie Group of Companies. The Foundation is funded by donations from Mackenzie Investments' employees, clients and the Corporation.
