MACKENZIE FINANCIAL CORPORATION
Legal name: MACKENZIE INVESTMENTS
CRD #110338 SEC #801-25226 TORONTO, ONTARIO 416-967-2323
SEC Registered Broker-Dealer Private Funds Disclosures
Total AUM
$162.4B
Discretionary
$162.4B
Employees
1,323
Clients
0
Accounts
883
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $162.4B | $162.4B | $0 | 1,323 | 9 |
| Mar 2024 | $158.2B | $158.2B | $0 | 1,496 | 9 |
| Mar 2023 | $132.5B | $132.5B | $0 | 1,970 | 7 |
| Mar 2022 | $162.4B | $162.4B | $0 | 1,358 | 6 |
| Mar 2021 | $141.7B | $141.7B | $0 | 1,125 | 6 |
| Dec 2020 | $56.8B | $56.8B | $0 | 1,048 | 2 |
| Apr 2020 | $56.8B | $56.8B | $0 | 1,048 | 2 |
| Mar 2020 | $56.8B | $56.8B | $0 | 1,048 | 2 |
| Feb 2020 | $48.8B | $48.8B | $0 | 1,017 | 2 |
| Mar 2019 | $48.8B | $48.8B | $0 | 1,017 | 2 |
| May 2018 | $51.2B | $51.2B | $0 | 996 | 2 |
| Mar 2018 | $51.2B | $51.2B | $0 | 996 | 2 |
| Jun 2017 | $48.6B | $48.6B | $0 | 946 | 300 |
| Mar 2017 | $48.6B | $48.6B | $0 | 946 | 300 |
| Jul 2016 | $45.1B | $45.1B | $0 | 912 | 200 |
| Mar 2016 | $45.1B | $45.1B | $0 | 912 | 200 |
| Mar 2016 | $45.1B | $45.1B | $0 | 912 | 200 |
| Mar 2015 | $61.5B | $61.5B | $0 | 909 | 200 |
| Mar 2014 | $61.7B | $61.7B | $0 | 1,006 | 200 |
| Feb 2014 | $62.1B | $62.1B | $0 | 950 | 200 |
| Oct 2013 | $62.1B | $62.1B | $0 | 950 | 200 |
| Aug 2013 | $62.1B | $62.1B | $0 | 950 | 200 |
| Jun 2013 | $62.1B | $62.1B | $0 | 950 | 200 |
| Mar 2013 | $62.1B | $62.1B | $0 | 950 | 200 |
| Jan 2013 | $64.1B | $64.1B | $0 | 1,000 | 300 |
| Mar 2012 | $64.1B | $64.1B | $0 | 501 | 300 |
| Mar 2011 | $74.2B | $74.2B | $0 | 501 | -- |
| Sep 2010 | $59.4B | $59.4B | $0 | 501 | -- |
| Mar 2009 | $31.5B | $31.5B | $0 | 501 | -- |
| Mar 2008 | $61.3B | $61.3B | $0 | 501 | -- |
| Mar 2007 | $52B | $52B | $0 | 501 | -- |
| May 2005 | $35.1B | $35.1B | $0 | -- | -- |
| Jan 2005 | $24B | $24B | $0 | -- | -- |
| Jun 2004 | $24B | $24B | $0 | -- | -- |
| May 2004 | $24B | $24B | $0 | -- | -- |
| Mar 2004 | $24B | $24B | $0 | -- | -- |
| Jan 2004 | $24B | $24B | $0 | -- | -- |
DateMar 2025
Total AUM$162.4B
Discretionary$162.4B
Non-Disc.$0
Employees1,323
Clients9
DateMar 2024
Total AUM$158.2B
Discretionary$158.2B
Non-Disc.$0
Employees1,496
Clients9
DateMar 2023
Total AUM$132.5B
Discretionary$132.5B
Non-Disc.$0
Employees1,970
Clients7
DateMar 2022
Total AUM$162.4B
Discretionary$162.4B
Non-Disc.$0
Employees1,358
Clients6
DateMar 2021
Total AUM$141.7B
Discretionary$141.7B
Non-Disc.$0
Employees1,125
Clients6
DateDec 2020
Total AUM$56.8B
Discretionary$56.8B
Non-Disc.$0
Employees1,048
Clients2
DateApr 2020
Total AUM$56.8B
Discretionary$56.8B
Non-Disc.$0
Employees1,048
Clients2
DateMar 2020
Total AUM$56.8B
Discretionary$56.8B
Non-Disc.$0
Employees1,048
Clients2
DateFeb 2020
Total AUM$48.8B
Discretionary$48.8B
Non-Disc.$0
Employees1,017
Clients2
DateMar 2019
Total AUM$48.8B
Discretionary$48.8B
Non-Disc.$0
Employees1,017
Clients2
DateMay 2018
Total AUM$51.2B
Discretionary$51.2B
Non-Disc.$0
Employees996
Clients2
DateMar 2018
Total AUM$51.2B
Discretionary$51.2B
Non-Disc.$0
Employees996
Clients2
DateJun 2017
Total AUM$48.6B
Discretionary$48.6B
Non-Disc.$0
Employees946
Clients300
DateMar 2017
Total AUM$48.6B
Discretionary$48.6B
Non-Disc.$0
Employees946
Clients300
DateJul 2016
Total AUM$45.1B
Discretionary$45.1B
Non-Disc.$0
Employees912
Clients200
DateMar 2016
Total AUM$45.1B
Discretionary$45.1B
Non-Disc.$0
Employees912
Clients200
DateMar 2016
Total AUM$45.1B
Discretionary$45.1B
Non-Disc.$0
Employees912
Clients200
DateMar 2015
Total AUM$61.5B
Discretionary$61.5B
Non-Disc.$0
Employees909
Clients200
DateMar 2014
Total AUM$61.7B
Discretionary$61.7B
Non-Disc.$0
Employees1,006
Clients200
DateFeb 2014
Total AUM$62.1B
Discretionary$62.1B
Non-Disc.$0
Employees950
Clients200
DateOct 2013
Total AUM$62.1B
Discretionary$62.1B
Non-Disc.$0
Employees950
Clients200
DateAug 2013
Total AUM$62.1B
Discretionary$62.1B
Non-Disc.$0
Employees950
Clients200
DateJun 2013
Total AUM$62.1B
Discretionary$62.1B
Non-Disc.$0
Employees950
Clients200
DateMar 2013
Total AUM$62.1B
Discretionary$62.1B
Non-Disc.$0
Employees950
Clients200
DateJan 2013
Total AUM$64.1B
Discretionary$64.1B
Non-Disc.$0
Employees1,000
Clients300
DateMar 2012
Total AUM$64.1B
Discretionary$64.1B
Non-Disc.$0
Employees501
Clients300
DateMar 2011
Total AUM$74.2B
Discretionary$74.2B
Non-Disc.$0
Employees501
Clients--
DateSep 2010
Total AUM$59.4B
Discretionary$59.4B
Non-Disc.$0
Employees501
Clients--
DateMar 2009
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$0
Employees501
Clients--
DateMar 2008
Total AUM$61.3B
Discretionary$61.3B
Non-Disc.$0
Employees501
Clients--
DateMar 2007
Total AUM$52B
Discretionary$52B
Non-Disc.$0
Employees501
Clients--
DateMay 2005
Total AUM$35.1B
Discretionary$35.1B
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$24B
Discretionary$24B
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$24B
Discretionary$24B
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$24B
Discretionary$24B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$24B
Discretionary$24B
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$24B
Discretionary$24B
Non-Disc.$0
Employees--
Clients--