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MACKENZIE INVESTMENTS

TORONTO, ONTARIO, Canada · CRD 110338 · IAPD ↗ · 416-967-2323

$194.88BRegulatory AUM
107Advisory reps
1362Employees
10Clients
0Planning clients
2Private funds
0States
2Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
April 2024 — MACKENZIE INVESTMENTS shrank from 124 to 107 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
25
April 2024 — MACKENZIE INVESTMENTS added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.