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This fund’s objective is to provide a balance between income and long-term capital growth while diversifying risk by investing in income and equity mutual funds.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2009 | Now |
Andrea Hallett | Portfolio Manager | 2001 | 2009 |
Biography | Andrea Hallett, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Asset Allocation Team and is co-manager for Mackenzie Investments' multi-managed funds and strategic asset allocation programs. Andrea’s career in the investment industry began in 1998. She has been with Mackenzie Investments since 2002. Prior to joining Mackenzie Investments, Andrea held several roles with increasing responsibilities within the investment department at a large Canadian mutual fund company. | ||
Andrew Smith | CIO (Chief Investment Officer), Senior Vice President | 1996 | 2009 |
Biography | Mr. Smith has been with Northern Trust since 2000 and has been the Chief Investment Officer of The Northern Trust Company of Connecticut (NTCC) since 2005. | ||
Karen A. Bleasby | - | 1988 | 2009 |
Biography | Karen Bleasby is well known in Canada as an expert in tactical asset allocation. Her finance and investment career spans over twenty years, including investment banking, risk management, pension and investment management. Prior to joining Mackenzie in September 2002, Karen was Chief Investment Officer for a large Canadian mutual fund company. Karen holds a joint MBA-LLB from York University, and a BA in Economics from the University of Toronto. | ||
Michael R. Brimicombe | - | 1988 | 2009 |
Biography | Michael manages Canadian Bond, Mortgage, Interest, and U.S. Dollar Money Market Fund. His experience in the bond and money markets spans the last 25 years and includes some of the most prosperous and some of the most volatile markets the industry has experienced in its history. |
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