Chuck Roth

Chuck Roth joined Mackenzie in 1997 and has been Manager of Mackenzie Maxxum Canadian Equity Growth Fund and the equity portion of the Mackenzie Maxxum Canadian Balanced Fund since July 2001. Chuck is also lead manager of the Mackenzie Maxxum All-Canadian Equity Class.

Chuck’s management experience began 1986 when he managed equity portfolios at New York Life Insurance. In 1989 he joined Ultravest as Vice President, Equity Investments, where he formulated and implemented the equity investment strategy at Ultravest Investment Counselors Inc. He also managed the 20/20 Canadian Growth Fund and the Colonia Special Growth Fund.

Chuck earned a BBA from Wilfrid Laurier University, is a Fellow of the Institute of Canadian Bankers and holds the CFA designation.