MACKENZIE INVESTMENT MANAGEMENT INC
CRD #110542 SEC #801-24426 BOCA RATON, FL 800-456-5111
SEC Registered
Total AUM
$30.1M
Discretionary
$30.1M
Employees
51
Clients
--
Accounts
6
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Apr 22, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARAN, PAUL, PETER | I | VICE PRESIDENT | NA | |
| BARAN, PAUL, PETER | I | VICE PRESIDENT | NA | |
| BARAN, PAUL, PETER | I | VICE PRESIDENT | NA | |
| BARAN, PAUL, PETER | I | VICE PRESIDENT | NA | |
| BARRETT, STEPHEN, JOSEPH | I | VICE PRESIDENT | NA | |
| BARRETT, STEPHEN, JOSEPH | I | VICE PRESIDENT | NA | |
| BARRETT, STEPHEN, JOSEPH | I | VICE PRESIDENT | NA | |
| BARRETT, STEPHEN, JOSEPH | I | VICE PRESIDENT | NA | |
| BIVIN, THOMAS, HINISH | I | VICE PRESIDENT | NA | |
| BIVIN, THOMAS, HINISH | I | VICE PRESIDENT | NA | |
| BIVIN, THOMAS, HINISH | I | VICE PRESIDENT | NA | |
| BIVIN, THOMAS, HINISH | I | VICE PRESIDENT | NA | |
| BROADFOOT, JAMES, WILLIAM | I | DIRECTOR/SENIOR VICE PRESIDENT | NA | Control |
| CARLSON, KEITH, JAMES | I | DIRECTOR, PRESIDENT & CEO | NA | Control |
| DILWORTH, ALAN, J | I | DIRECTOR | NA | Control |
| HUNTER, JAMES, L | I | DIRECTOR | NA | Control |
| LILL, EDWARD, J | I | DIRECTOR | NA | Control |
| LOVATT, NEIL | I | DIRECTOR | NA | Control |
| MCKICHAN, ALASDAIR, J | I | DIRECTOR | NA | Control |
| MOSTOFF, ALLAN, S | I | DIRECTOR | NA | Control |
| PEERS, MICHAEL, ROGERS | I | DIRECTOR | NA | Control |
| PERRY, ROBERT, EDWARD | I | VICE PRESIDENT | NA | |
| PERRY, ROBERT, EDWARD | I | VICE PRESIDENT | NA | |
| PERRY, ROBERT, EDWARD | I | VICE PRESIDENT | NA | |
| PERRY, ROBERT, EDWARD | I | VICE PRESIDENT | NA | |
| REILLY, SHERIDAN, PHILLIP | I | VICE PRESIDENT | NA | |
| REILLY, SHERIDAN, PHILLIP | I | VICE PRESIDENT | NA | |
| REILLY, SHERIDAN, PHILLIP | I | SENIOR VICE PRESIDENT | NA | |
| YANOWITCH, BEVERLY, J | I | VP, CFO AND TREASURER | NA | |
| YANOWITCH, BEVERLY, J | I | VP, CFO AND TREASURER | NA | |
| YANOWITCH, BEVERLY, J | I | VP, CFO AND TREASURER | NA | |
| YANOWITCH, BEVERLY, J | I | VP, CFO AND TREASURER | NA | |
| MACKENZIE FINANCIAL CORPORATION | FE | STOCKHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| INVESTORS GROUP INC. | FE | MACKENZIE FINANCIAL CORPORATION | E | Control |
| INVESTORS GROUP INC. | FE | MACKENZIE FINANCIAL CORPORATION | E | Control |
| INVESTORS GROUP INC. | FE | MACKENZIE FINANCIAL CORPORATION | E | Control |
| INVESTORS GROUP INC. | FE | MACKENZIE FINANCIAL CORPORATION | E | Control |
| DESMARAIS, PAUL, GUY | I | POWER FINANCIAL CORPORATION | D | Control |
| DESMARAIS, PAUL, GUY | I | POWER FINANCIAL CORPORATION | D | Control |
| DESMARAIS, PAUL, GUY | I | POWER FINANCIAL CORPORATION | D | Control |
| DESMARAIS, PAUL, GUY | I | POWER FINANCIAL CORPORATION | D | Control |
| POWER CORPORATION OF CANADA | FE | POWER FINANCIAL CORPORATION | D | Control |
| POWER CORPORATION OF CANADA | FE | POWER FINANCIAL CORPORATION | D | Control |
| POWER CORPORATION OF CANADA | FE | POWER FINANCIAL CORPORATION | D | Control |
| POWER CORPORATION OF CANADA | FE | POWER FINANCIAL CORPORATION | D | Control |
| POWER FINANCIAL CORPORATION | FE | INVESTORS GROUP INC. | D | Control |
| POWER FINANCIAL CORPORATION | FE | INVESTORS GROUP INC. | D | Control |
| POWER FINANCIAL CORPORATION | FE | INVESTORS GROUP INC. | D | Control |
| POWER FINANCIAL CORPORATION | FE | INVESTORS GROUP INC. | D | Control |
Registrations
Federal
IA
Apr 22, 2002 REGISTERED
Notice Filings (1)
FL
Address
925 SOUTH FEDERAL HIGHWAYSUITE 600
BOCA RATON, FL 33432
USA
Phone: 800-456-5111