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MACKENZIE NEWS

 
TOPIC DATE
Ian Ainsworth and Mackenzie Growth Team taking on management of Mackenzie Universal Health Sciences Class 01/31/2012
Mackenzie Investments today announced that Ian Ainsworth assumes lead portfolio manager responsibilities for Mackenzie Universal Health Sciences Class...  
 
January client mailings 01/24/2012
Investors will soon be receiving the following:
  • Annual account statements (Dec. 31)
  • <...
 
 
2011 distribution estimates now available for Mackenzie Mutual Fund Trusts 12/05/2011
The 2011 distribution estimates are now available for the Mackenzie Mutual Fund Trusts. Please  
 
Paul Musson declared Morningstar Foreign Equity Fund Manager of the Year at 2011 Morningstar® Canadian Investment AwardsTM; Mackenzie Ivy European Class a four-time winner 12/01/2011

We are pleased to announce that Paul Musson, ...

 
 
The acquisition of MRS Companies by B2B Trust has been finalized 11/16/2011
On September 2, 2011, Mackenzie Investments entered into an agreement with B2B Trust under which B2B Trust would acquire 100% of M.R.S. Trust Company ...  
 
Subdued prospects, but volatility should once again yield attractive long-term opportunities 09/27/2011

September 26, 2011

 
 
Phil Taller joins Mackenzie Investments as Vice-President, Investments 08/17/2011
Ian Ainsworth, Senior Vice President, Investments, Mackenzie Financial Corporation (Mackenzie Investments), is pleased to announce the appointment of ...  
 
Timely message to advisors and investors: Monday, August 8, 2011 08/08/2011
What is happening?

Investor confidence was already being challenged last week, given the sovereign debt saga in Europe, recent...
 
 
Mackenzie Fund Facts are now online 07/08/2011
Mackenzie Fund Facts are now online to provide investors with a simplified, annual snapshot of holdings and fees for each class or series of mutual fu...  
 
July issue of Mackenzie Insight now available! 07/01/2011
Each month in Mackenzie Insight you’ll find expert commentary from our fund managers, articles on taxes, personal finance – and much more....  
 
Mackenzie Investments announces results of special meeting 06/22/2011

Mackenzie Financial Corporation (Mackenzie Investments) announced the result of the special meeting held today of investors in Mackenzie Saxon S...

 
 
Mackenzie Universal Global Infrastructure Fund assigns new roles over North American investments 06/21/2011

Mackenzie Investments is pleased to announce that the Mackenzie Saxon Team, led by Hovig Moushian, has taken on new responsibilities to manage t...

 
 
Budget Bulletin June 6, 2011 - What you should know 06/06/2011
On June 6, 2011, The Federal Government reintroduced a budget first tabled in March 2011, with minor updates. Today s budget provides a number of tax ...  
 
Mackenzie Investments promotes alternative measures, including electronic funds transfer, to deliver payments during the postal strike 06/03/2011
Mackenzie Investments is committed to finding alternative ways to deliver RRIF payments, systemic withdrawal cheques, cash distributions and other set...  
 
Mackenzie Investments announces the appointment of Onno Rutten, Vice President, Investment Management 05/16/2011
Charles R. Sims, FCA, President and CEO of Mackenzie Financial Corporation (Mackenzie Investments) is pleased to announce the appointment of Onno Rutt...  
 
Mackenzie Investments notice of Saxon personnel change 04/28/2011
Mackenzie Investments today announced that Suzann Pennington will be leaving the company to pursue another opportunity, effective May 13, 2011.

 
 
Mackenzie Investments announces the appointment of Gary A. Wing, Executive Vice-President, Institutional Division 03/28/2011

E. Blake Moore Jr., Executive Vice-President, Head of Distribution of Mackenzie Financial Corporation (Mackenzie Investments) is pleased to announ...
 
 
Peter Cundill, 1938-2011 01/28/2011
Mackenzie Investments is deeply saddened by the passing of one of Canada s most successful investors.

A world-renowned investment manager and g...
 
 
Mackenzie Investments announces the appointment of Mary Taylor, Senior Vice-President, Product and Marketing 01/20/2011
Charles R. Sims, FCA, President and CEO of Mackenzie Financial Corporation (Mackenzie Investments) is pleased to announce the appointment of Mary C. T...  
 
RRSP contribution deadline 01/14/2011
RRSP contributions must be made by the end of the first 60 days of 2011. The RRSP contribution deadline is March 1st, 2011 and the RRSP contribution l...  
 
Mackenzie Investments announces the appointment of E. Blake Moore Jr., Executive Vice-President, Head of Distribution 01/12/2011
Charles R. Sims, FCA, President and CEO of Mackenzie Financial Corporation (Mackenzie Investments) is pleased to announce the appointment of E. Blake ...  
 
Portfolio update for Mackenzie Saxon Balanced Fund / Class and Mackenzie Saxon Stock Fund / Class 01/06/2011
Mackenzie Saxon portfolio manager Suzann Pennington has introduced several new names to both the Mackenzie Saxon Stock Fund and the Mackenzie Saxon Ba...  
 
Mackenzie Growth Team taking on management of Mackenzie Growth Fund 01/04/2011

After nine successful years managing
 
 
Complete Mackenzie portfolio holdings now available online 12/30/2010
A complete listing of portfolio holdings for all Mackenzie mutual funds is now available on the Mackenzie Investments website.

The portfolio holdin...

 
 
Mackenzie a repeat winner at 2010 Morningstar® Canadian Investment Awards 12/03/2010
Mackenzie won three fund awards at the Morningstar® Canadian Investment Awards on December 1, 2010.

These Mackenzie funds were recognized as the bes...

 
 
New research conducted by Bain & Company demonstrates Canadian mutual fund cost of ownership comparable to U.S. 09/09/2010
On Thursday, September 9th, Mackenzie Investments released the results of a study of the total cost of ownership of mutual funds sold with advice in t...  
 
BHP’ s bid for Potash - Ian Ainsworth talks to BNN 08/18/2010
Yesterday, Potash Corp. of Saskatchewan Inc. received a $38.6 billion (U.S.) unsolicited acquisition proposal from the world s largest miner, Australi...  
 
RESP News: Québec Education Savings Incentive (QESI) 08/17/2010
As you may know QESI is a program made available to RESP beneficiaries that reside in Quebec. The incentive, initially announced with the 2007 Quebec ...  
 
Mackenzie Capital Class Funds - Flexibility, tax efficiency, choice. 08/03/2010
There are currently more than 50 Mackenzie funds available as part of Capital Class, with most Mackenzie Capital Class funds available in a Series T o...  
 
Ian Ainsworth talks to BNN about why Apple is a top holding in his funds 07/28/2010
Investors and analysts were paying close attention to how much money Apple maked from its iPad tablet and iPhone iOS 4 when the tech gi...  
 
Annual Financial Statements and MRFPs now available online 06/29/2010
The annual audited Financial Statements and MRFPs for Mackenzie mutual funds are now available online.

To view the documents for all funds,&nbs...
 
 
Budget Bulletin 2010 - What you should know 03/04/2010
On March 4, 2010, the Federal Government tabled the 2010 Budget. The focus of the Conservative government moves away from stimulus spending and looks ...  
 
2009 Mackenzie mutual fund trust distribution tax factors 02/02/2010
The attached document provides the final tax breakdown on distributions from Mackenzie mutual fund trusts in 2009. These figures are used to calculate...  
 
Important Update: Mackenzie Account Statement and tax receipts mailings for 2009 01/19/2010
Mackenzie Account Statements

Mackenzie Account statements for the year ending December 31st are expected to being mailin...

 
 
2009 year-end tax planning tips from the Mackenzie Tax and Estate Planning Team 12/23/2009
The last couple years have presented investors with turbulent markets. Many investors have seen the value of their investments rise and fall within th...  
 
Getting the most out of your Tax-Free Savings Account 12/22/2009
Now that the federal government’s newest savings vehicle, the Tax-Free Savings Account (TFSA), is entering its second year, many Canadians are r...  
 
2009 Annual Distribution Estimates 12/04/2009
2009 Distribution Estimates for Mackenzie-Sponsored Mutual Fund Trusts.  
 
Mackenzie wins 3 awards including top Global Equity Fund honours at 2009 Canadian Investment Awards 12/03/2009
Mackenzie Investments won three fund awards at the Canadian Investment Awards on December 2, 2009. The three fund awards included:

Best Global Equit...

 
 
Monthly Economic Commentary - Norman Raschkowan, CIO Mackenzie Financial 11/19/2009
Norman Raschkowan, Chief Investment Officer for Mackenzie Financial Corporation, provides his monthly commentary on recent economic performa...  
 
British historian wins the 2009 Cundill International Prize in History 11/06/2009
 The winner of the 2009 Cundill International Prize in History was announced in early November: Lisa Jardine for her book Going Dutch: How En...  
 
Harmonized Sales Tax & Mutual Fund Investors 09/11/2009
The Harmonized Sales Tax (HST) is simply the combination of the federal GST and provincial retail sales tax (RST) into one single sales tax, administe...  
 
RESP News: New Quebec Education Savings Incentive (QESI) 05/11/2009
The Quebec Education Savings Incentive (QESI) is a program made available for RESP clients that reside in Quebec.

The incentive, initially announce...