Jeffrey Carney

Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services

Provides wealth management, high yield cash account, retirement planning and tax filling services

Provides personal, commercial, retail and corporate banking, wealth management & insurance services

Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers.

IGIM employs active asset management that offers the right mix of fixed income, balanced, and Canadian, US and international equity mutual funds.

PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.

Provides brokerage services

FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices.

Distributes redemption charge securities of mutual funds