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Mackenzie Bluewater Canadian Growth Balanced Fund - D (0P00011EA6)

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16.781 +0.080    +0.47%
13/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Mackenzie Investments
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.51B
Mackenzie Canadian Growth Balanced Fund - D 16.781 +0.080 +0.47%

0P00011EA6 Overview

 
On this page you'll find an in-depth profile of Mackenzie Bluewater Canadian Growth Balanced Fund - D. Learn about the key management, total assets, investment strategy and contact information of 0P00011EA6 among other information.
Category

Canadian Equity Balanced

Total Assets

5.51B

Expenses

Inception Date

Jan 17, 2014

Contact Information

Address 180 Queen Street West
Toronto,ON M5V 3K1
Canada
Phone 416-922-5322
Fax 416-922-5660

Top Executives

Name Title Since Until
David Taylor Vice President & Portfolio Manager 2022 Now
Biography David is a Portfolio Manager for BMO Asset Management Inc.’s Canadian small cap strategies. He joined the firm in 2012 & started to engage in investment industry since 2003. Additionally,he has started to focuse exclusively on analyzing small & mid-cap companies since 2006. Prior to joining BMO AM, David worked in equity research where he covered multiple sectors. He holds an Honors of Business Administration (HBA) degree from the Richard Ivey School of Business at the Univ. of Western Ontario and is a CFA charterholder.
Tyler Hewlett Director & Portfolio Manager 2022 Now
Biography Tyler is the lead portfolio manager for BMO Asset Management’s Canadian Small Cap strategy and is responsible for all of the firm’s Canadian small cap mandates. He joined BMO Asset Management in 2007 as an analyst, covering multiple sectors with a focus on small capitalization equities. Tyler served as back-up manager of the small cap strategies before subsequently assuming his position as lead manager. Tyler holds a Bachelor of Commerce degree from Queen’s University and is a CFA charterholder.
Caroline Chan - 2018 Now
Nelson Arruda Vice President 2017 Now
Biography Nelson has experience in investment research and portfolio management of multi-asset strategies. Prior to joining Mackenzie in 2017, Nelson spent seven years at the Canada Pension Plan Investment Board where he performed various roles, including head portfolio manager of the active commodities portfolio, covering energy, agriculture and metals. Nelson has Bachelor of Science and Master of Science degrees in computer science from the University of Toronto and also graduated from the Rotman School of Business with a Master of Finance. He is a CFA charterholder.
Konstantin Boehmer Portfolio Manager 2014 Now
Biography Konstantin joined Mackenzie Investments in July 2013. He started in 2003 at a German asset management company, achieving progressively senior portfolio management positions. Konstantin’s focus throughout his career has been the active management of global sovereign, quasi-sovereign, and emerging markets yield curves and currencies. Konstantin has a Bachelor First Class Honours degree (European Business and Spanish) from the University of Hertfordshire in the UK, and a Master’s degree in Business Administration from the Massachusetts Institute of Technology.
Movin Mokbel Vice President 2014 Now
Biography 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.
Ken Yip - 2014 Now
Biography Ken’s career in fixed income began in 2006 as a Financial Analyst with DBRS. Ken joined Scotiabank’s Debt Capital Markets team in 2010, where he played a role in structuring many of Canada’s high yield transactions during a period of substantial growth before joining Mackenzie Investments’ Fixed Income Team in 2014 where he focuses on non-investment grade assets.
David Arpin Vice President 2012 Now
Biography David joined Bluewater Investment Management Inc. in 2012 and has been a Portfolio Manager on the Team since then. In 2016 Bluewater became one of Mackenzie’s investment boutiques. David started 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.
Steven 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.
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