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The investment objective of the Fund is to provide a balance between long-term capital growth and current income through investment primarily in Canadian fixed-income securities and equities.
Name | Title | Since | Until |
---|---|---|---|
Steven Locke | Senior Vice President | 2015 | Now |
Biography | Steve’s career in the investment industry began in 1995. He joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Steve’s work experience included five years managing insurance, pension, and retail segregated fund portfolios in Canada, as well as several years as a Credit Analyst and Bond Trader. Steve has a BA from York University and an MBA from the Schulich School of Business. He is also a CFA charterholder. | ||
Alain Bergeron | Senior Vice President | 2015 | Now |
Biography | Alain’s career in the investment industry began in 2000. He has been with Mackenzie Investments since 2013. Before joining Mackenzie Investments, Alain worked in investment management at one of Canada’s largest public pension plans for over 10 years, where he advanced to the role of Vice President and Head of Global Tactical Asset Allocation. He has also been an institutional trader at a major Canadian bank. Alain holds a BBA (Finance and Quantitative Methods) and an MSc (Financial Engineering). He is a CFA charterholder and holds the CMT designation. | ||
Rick Weed | Portfolio Manager | 2015 | Now |
Biography | Rick Weed, SVP, Investment Management, is the Head of the Mackenzie Systematic Strategies Team, focusing on systematic growth strategies. Rick started in the investment industry in 1992. He joined Mackenzie in 2015 as a consultant at a leading economic advisory firm in Cambridge, MA. Rick has experience as a hedge fund manager, and as the investment head at an ETF firm. Rick has an SM (Master’s) in Finance, Accounting and Operations from the MIT Sloan School of Management. He is a CFA charter holder. | ||
Not Disclosed | - | 2010 | 2015 |
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