MACKENZIE INVESTMENTS

Legal name: MACKENZIE FINANCIAL CORPORATION

CRD 110338File 801-25226

APPROVED

Custody

Disclosure events

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$194.88B

Top 10% of cohort (national)

Discretionary AUM

$194.88B

Clients

484

685 accounts

Employees

1,362

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Sep 3, 1985
Principal office: 180 QUEEN STREET WEST, TORONTO, ONTARIO, M5V 3K1
Phone: 416-967-2323
Website: HTTPS://WWW.YOUTUBE.COM/CHANNEL/UC7NYXTLDD7RLDUHBGVSGXXG

Assets & accounts

ADV Item 5F

Total regulatory AUM: $194.88B
Discretionary AUM: $194.88B
Non-discretionary AUM: $0
Discretionary accounts: 685
Non-discretionary accounts: 0
Total accounts: 685
AUM per client: $402.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	Fewer than 5	$29.11B
Charitable organizations	Fewer than 5	$5.0M
Other investment advisers	Fewer than 5	$0
Pooled investment vehicles	477	$163.23B
Pension and profit sharing plans	7	$2.43B
State or municipal government entities	Fewer than 5	$2.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

Q11
Q11D2
Q11D4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.