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Mackenzie Canadian Growth Balanced Fund - Pwf (0P0000ZWOR)
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13.467
0.000
0.00%
01/06 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 2.23B
Mackenzie Canadian Growth Balanced Fund - PWF
13.467
0.000
0.00%
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0P0000ZWOR Overview
On this page you'll find an in-depth profile of Mackenzie Canadian Growth Balanced Fund - Pwf. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZWOR 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. | ||
| Dan 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 Bergeron, Senior Vice President, Investment Management, is Head of the Mackenzie Asset Allocation Team and head of alternative strategies. Alain’s career in the investment industry began in 2000. He has been with Mackenzie Investments since 2013. Alain holds a BBA (Finance and Quantitative Methods) and an MSc (Financial Engineering), both from HEC Montréal. He is a CFA charterholder and holds the Chartered Market Technician designation. | ||
| David Arpin | Vice President | 2012 | Now |
| Biography | David Arpin, Senior Vice President, is a Portfolio Manager with the Mackenzie Canadian Growth Team. David began his career in the investment industry 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. He worked as a Portfolio Manager for Bluewater Investment Management, Inc., a sub-advisor to Mackenzie Investments, from 2012 to 2015. | ||
| Steve Locke | Senior Vice President | 2010 | Now |
| Biography | Steve Locke, Senior Vice President, Investment Management, is Head of the Mackenzie Fixed Income Team. 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 | Associate Portfolio Manager | 2010 | Now |
| Biography | Felix Wong, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Fixed Income Team. In his current role, he is responsible for developing trade ideas and overseeing the implementation of tactical portfolio management across investment-grade portfolios. Felix also contributes to corporate credit research on Canadian companies in various market sectors. Felix’s career in the investment industry began in 1988. He joined Howson Tattersall Investment Counsel in 1999, and the company became part of Mackenzie Investments in 2008. | ||
| Dina DeGeer | co-Founder | 1996 | Now |
| Biography | Dina DeGeer, Senior Vice President, Investment Management, is Head of the Mackenzie Canadian Growth Team. Prior to joining Mackenzie Investments in 2016, Dina worked with Bluewater Investment Management, Inc., a sub-advisor to Mackenzie Investments. Dina began her investment 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. In 2016, Dina was ranked one of the top 100 money managers in the world by Citywire. | ||
| Dennis Starritt | Other Executives | 1996 | 2016 |
| Biography | Dennis has been active in the investment industry since 1971. His original degree in Chemical Engineering (1965) was followed by an MBA in 1970. Dennis is a CFA charterholder. After five years in the chemical business, Dennis spent the 1970’s at A.E. Ames & Co. before moving to Elliot & Page in 1980. In 1984 he was the first addition to the Trimark investment team, remaining until 1994 when he left to form Chescott Investment Management Inc. Chescott was merged into Bluewater in 1996. | ||
| 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. | ||
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