SourcingSourcing

MACKENZIE FINANCIAL CORPORATION

C22
CRD 110338·SEC 801-25226
AUM
$194.88B
$1B+
Est. Revenue
$1.95B
@ 1% on AUM
Est. EBITDA
$584.6M
@ 30% margin
Est. Deal Value
$4.68B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MACKENZIE FINANCIAL CORPORATION
CRD
110338
SEC file #
801-25226
EIN
000000000
DBA names
Mackenzie Investments

Economics

AUM
$194.88B
AUM band
$1B+
AUM trajectory
'20'26
$48.76B → $194.88B▲ +300%
Client mix
Pooled Investment Vehicles477
Pension Profit Sharing Plans7

Operations

Employees (total)
1,362
Advisory staff (per ADV)
107
Advisory staff (5-yr trend)
'20'26
97 advisors → 107 advisors▲ +10%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
youtube.com/channel/uc7nyxtldd7rlduhbgvsgxxg

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MACKENZIE INC.
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
18
Control Persons
MACKENZIE INC.
ASHCROFT, KRISTIN, ELIZABETH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001881215
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2022-02-23
Edgar Last Filing Date
2026-02-20
Edgar Form D Count
5
Edgar Form D Offerings
2026-02-202026-02-20 · 0000945621-26-000373
2025-02-212025-02-21 · 0000945621-25-000236

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust4
E*trade4
Edgar Addresses
Mailing
MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, SOUTH CHURCH STREETGRAND CAYMAN, E9, KY1-1104
Business
MACKENZIE FINANCIAL CORPORATION180 QUEEN STREET WESTTORONTO, A6, M5V 3K1
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-02-20 · 0000945621-26-000373
D/A2025-02-21 · 0000945621-25-000236
Fee Schedule
Bracket I65
Bracket Vi12
Bracket Xi10
Bracket V8
Bracket Xii4
Firm Has Custody
Yes
Mailing Office Differs
Yes
Trust Company Affiliate
Yes

People (17)

17
ASHCROFT, KRISTIN, ELIZABETH
Executive Officer · 2.5%
2784688
Bartlett, Naomi, Kim
Executive Officer · 2.5%
7522449
BOYLE, CHRISTOPHER, WILSON JAY
Executive Officer · 2.5%
5928521
Burns, Samuel, Robert
Executive Officer · 2.5%
8057227
Chateram, Gary, Nathanial
Executive Officer · 2.5%
7347301
GAVAN, KAREN, LYNN
Executive Officer · 2.5%
5507758
Goldberg, Rhonda, Suzanne
Executive Officer · 2.5%
6925612
GOULD, JOSEPH, LUKE GREGOIRE
Executive Officer · 2.5%
6262671
Locke, Steven, Gregory
Executive Officer · 2.5%
7345685
Marks, Lesley, Carolyn
Executive Officer · 2.5%
7254800
McCuaig, Nancy, Elizabeth
Executive Officer · 2.5%
7522456
Milne, Douglas, Gordon McIntosh
Executive Officer · 2.5%
6925614
Potter, Keith, David Bernard
Executive Officer · 2.5%
7707119
REITER CURRIE, CYNTHIA, ANN
Executive Officer · 2.5%
7085149
ROUNTES, THEODOROS
Executive Officer · 2.5%
6038915
SEIDLER, GILLIAN, ELOISE
Executive Officer · 2.5%
7085147
Westlind, Nicholas, Lars
Executive Officer · 2.5%
7345212