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MACKENZIE INVESTMENTS
Legal name: MACKENZIE FINANCIAL CORPORATION
CRD 110338File 801-25226
APPROVED
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1,323 | 1,362 | increased by39 |
| Apr 1, 2026 | Clients | 464 | 484 | increased by20 |
| Apr 1, 2026 | AUM | $162,350,347,836 | $194,876,857,641 | increased by$32,526,509,805 |
| Apr 1, 2026 | Accounts | 883 | 685 | decreased by198 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,358 | 1,323 | decreased by35 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 422 | 464 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $162,381,902,362 | $162,350,347,836 | decreased by$31,554,526 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 596 | 883 | increased by287 |
| Apr 1, 2022 | Employees | 1,125 | 1,358 | increased by233 |
| Apr 1, 2022 | Clients | 446 | 422 | decreased by24 |
| Apr 1, 2022 | AUM | $141,727,338,126 | $162,381,902,362 | increased by$20,654,564,236 |
| Apr 1, 2022 | Accounts | 625 | 596 | decreased by29 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MACKENZIE INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MACKENZIE INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.