Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
👀 What's the latest update on the stocks in my watchlist?
Ask WarrenAI
Mackenzie Canadian Growth Balanced Fund - J (0P0000RTY1)
Add to/Remove from a Portfolio
Add to Watchlist
15.874
0.000
0%
10/08 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 5.2B
Mackenzie Canadian Growth Balanced Fund - J
15.874
0.000
0%
- General
- Chart
- News & Analysis
- Technical
- Forum
- Overview
- Profile
- Historical Data
- Holdings
0P0000RTY1 Overview
On this page you'll find an in-depth profile of Mackenzie Canadian Growth Balanced Fund - J. Learn about the key management, total assets, investment strategy and contact information of 0P0000RTY1 among other information.
Contact Information
Address
180 Queen Street West
Toronto,ON M5V 3K1
Canada
Toronto,ON M5V 3K1
Canada
Phone
416-922-5322
Fax
416-922-5660
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Konstantin Boehmer | Portfolio Manager | 2014 | Now |
| Biography | Konstantin Boehmer, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Fixed Income Team. He focuses on actively managing global fixed income using qualitative and quantitative strategies.Konstantin joined Mackenzie Investments in July 2013. His portfolio management career began in 2003 in Germany. He transferred to the company’s New York office in 2009.Konstantin has a Bachelor First Class Honours degree from the University of Hertfordshire in the UK. In 2017, he earned his Master’s degree in Business Administration from the Massachusetts Institute of Technology. | ||
| Movin Mokbel | Vice President | 2014 | Now |
| Biography | Movin Mokbel, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Fixed Income Team. Movin's focus is high-yield bond mandates, and analyzing corporate issuers across several high-yield bond sectors and in the leveraged loan market. Movin’s career in the investment industry began in 2000, and he joined the Mackenzie Fixed Income Team in 2012. His previous experience includes roles as a High-Yield Analyst and deal-structuring investment banker.Movin received a BSc from York University, as well as an MBA from the University of Toronto. He is also a CFA charterholder. | ||
| Daniel Cooper | Portfolio Manager | 2014 | Now |
| Biography | Dan Cooper, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Fixed Income Team. Dan joined Mackenzie Investments in 1997, working in various non-investment related capacities before joining the Mackenzie Fixed Income Team as a High-Yield Analyst in 2006. Dan has a Bachelor of Administrative Studies degree from York University, and he is a CFA charterholder. | ||
| Alain Bergeron | Senior Vice President | 2014 | Now |
| Biography | Alain’s career in the investment industry began in 2000. He has been with Mackenzie Investments since 2013. Before joining Mackenzie Investments, Alain worked in investment management at one of Canada’s largest public pension plans for over 10 years, where he advanced to the role of Vice President and Head of Global Tactical Asset Allocation. He has also been an institutional trader at a major Canadian bank. Alain holds a BBA (Finance and Quantitative Methods) and an MSc (Financial Engineering). He is a CFA charterholder and holds the CMT designation. | ||
| David Arpin | Vice President | 2012 | Now |
| Biography | David joined Bluewater in 2012 and has been a Portfolio Manager since then. Bluewater was a subadvisor to Mackenzie until 2016, when it became one of Mackenzie’s investment boutiques. David began his career in 1995 as an Investment Researcher for a pension consulting firm. In 1998, he moved to investment management, working at an insurance company as an Equity Analyst and Trader. In 2000, David joined a large investment management firm where he worked as a Portfolio Manager. David has BA (Hons.) and MA (Economics) degrees from Queen’s University. He is also a CFA charterholder. | ||
| Steve Locke | Senior Vice President | 2010 | Now |
| Biography | Steve’s career in the investment industry began in 1995. He joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Steve’s work experience included five years managing insurance, pension, and retail segregated fund portfolios in Canada, as well as several years as a Credit Analyst and Bond Trader. Steve has a BA from York University and an MBA from the Schulich School of Business. He is also a CFA charterholder. | ||
| Felix Wong | Portfolio Manager | 2010 | Now |
| Biography | Wong is a responsible for developing trade ideas and overseeing the implementation of tactical portfolio management across investment-grade portfolios. He joined Howson Tattersall Investment Counsel in 1999, which became part of Mackenzie Investments in 2008. His previous roles included serving as Assistant Vice President of credit at a large international bank, where he analyzed corporate lending transactions to Canadian corporations, as well as acting as a Research Analyst covering Asian-Pacific industries and companies. | ||
| Dina DeGeer | co-Founder | 1996 | Now |
| Biography | Dina joined Bluewater Investment Management Inc. in 1995 and has been the lead Portfolio Manager on Mackenzie Canadian Growth Fund since then. Bluewater was a subadvisor to Mackenzie until 2016, when it became one of Mackenzie’s investment boutiques. Dina began her career at a large insurance company, directing U.S. equity portfolios. In 1989, she joined a large Canadian mutual fund company as a Portfolio Manager, and was primarily responsible for U.S. and Canadian investments. Dina has a BComm from McMaster University and an MBA from the University of Windsor. She is also a CFA charterholder. | ||
| Dennis Starritt | Portfolio Manager | 1996 | 2016 |
| Biography | Dennis joined Laurus in 2016 and holds the position of Senior Vice President and Portfolio Manager on the global team with a primary focus on US companies. He also serves as the Lead PM, along with Chris Page, on the US Small Cap Equity strategy as well as a Lead PM with Louis Chan on the International and Global Small Cap strategies. | ||
| Pete Robic | Other Executives | 2003 | 2013 |
| Biography | Pete Robic graduated from the University of Toronto in 1995 with a degree in economics and geography. Pete worked at KPMG from September 1996 to December 2000 as a Chartered Accountant. In December 2000, he joined UBS Warburg as a research associate in the oil and gas sector while obtaining his CFA charterholder designation. Pete joined Bluewater Investment Management in 2003. | ||
Write your thoughts about Mackenzie Canadian Growth Balanced Fund - J
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review