Company Summary

Mackenzie Institutional is an investment management company with a boutique approach and over 40 years of institutional experience. Mackenzie Institutional is a division of Mackenzie Financial Corporation. In the US, Mackenzie Investments Corporation also operates under the business name Mackenzie Institutional.

We are part of a larger, publicly listed, financially stable group of companies, with a history dating back to 1925.

Source: Mackenzie Institutional

Unique Value Proposition

A boutique approach

We provide a limited number of investment mandates on our platform. To qualify, the mandates must be institutional calibre and relevant to our target client base.

Stable ownership

We are part of a larger, publicly listed, financially stable group of companies, with a history dating back to 1925.

Diverse styles and geographic coverage

Our 50+ investment professionals are organized into six distinct teams, covering the investment style spectrum as well as the world map.

We say what we do, and do what we say

We are committed to delivering an exceptional level of service that benefits our client base and reflects our boutique approach. Our client service model centres around a customized 12-month rolling plan designed to anticipate each client’s every need.

Source: Mackenzie Institutional

AUM ($Bil)

12.9

Year Founded

1925

Key Personnel

Paul Musson, Portfolio Manager, MacKenzie Global Large Cap Quality Growth
Matt Moody, Portfolio Manager, MacKenzie Global Large Cap Quality Growth
Hovig Moushian, Portfolio Manager, MacKenzie Canadian All Cap Value
Simon Bedard, Senior Vice President, Business Development

Address

180 Queen Street West
Toronto, Ontario
M5V 3K1

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