MACKENZIE FINANCIAL CORPORATION
DBA: MACKENZIE INVESTMENTS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $194.88B |
| Discretionary | $194.88B100% of AUM |
| Client Accounts | 685 |
| Avg Account Size | $284.5M |
| Employees | 1,362 |
| Peak AUM | $194.88BMar 2026 |
| AUM CAGR | +9.0% /yrover 25 yrs · 60 filings |
AUM by Client Type
Total AUM
$194.9B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $194.9B | +20.0% | +13.7% | +6.6% | |
| Discretionary AUM | $194.9B | +20.0% | +13.7% | +6.6% | |
| Total Accounts | 685 | 22.4% | +1.8% | +1.9% | |
| Avg Account Size | $284M | +54.7% | +11.7% | +4.6% | |
| Employees | 1k | +2.9% | 11.6% | +3.9% | |
| AUM / Employee | $143M | +16.6% | +28.6% | +2.6% | |
Client AUM Segments | |||||
| Institutional AUM | $31.5B | +15.6% | +7.3% | +1.1% | |
| Fund / Pooled AUM | $163.2B | +20.9% | +15.2% | +7.9% | |
| Other AUM | $94M | +28.6% | 2.9% | 6.3% | |
Client Count Segments | |||||
| Institutional | 7 | 0.0% | 8.0% | 8.6% | |
| Pooled / Fund | 477 | +4.4% | +0.9% | +1.9% | |
Key Metrics
| Total AUM | $194.88B |
| Discretionary | $194.88B |
| Employees | 1362 |
| Client Accounts | 685 |
| Client Range | 0 |
Contact & Location
Address
180 QUEEN STREET WEST
TORONTO, ONTARIO M5V 3K1
Canada
Phone
416-967-2323
Filing History
60 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$194.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Pension Plans
Corporations
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-Dealer
Related Entities (Item 7)
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