← 栏目首页 | 数据源:SEC Form ADV Part 1(FOIA 全量数据包)· 该机构最新一次申报(03/28/2024)
MACKENZIE FINANCIAL CORPORATION · 所有者与执行高管(CRD 110338)
机构事实页:MACKENZIE FINANCIAL CORPORATION 事实页 → | 官方原文:IAPD firm-summary/110338
Schedule A · 直接所有者(18 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| MACKENZIE INC. | 境外实体 | CORPORATION | 是 | E |
| GAVAN, KAREN, LYNN | 个人 | DIRECTOR | 是 | NA |
| ROUNTES, THEODOROS | 个人 | VICE-PRESIDENT, FUND SERVICES AND CHIEF FINANCIAL OFFICER, FUNDS | 是 | NA |
| GOULD, JOSEPH, LUKE GREGOIRE | 个人 | DIRECTOR, CHARIMAN PRESIDENT AND CHIEF EXECUTIVE OFFICER | 是 | NA |
| BOYLE, CHRISTOPHER, WILSON JAY | 个人 | SENIOR VICE PRESIDENT, INSTITUTIONAL | 是 | NA |
| Goldberg, Rhonda, Suzanne | 个人 | EXECUTIVE VICE-PRESIDENT, GENERAL COUNSEL | 是 | NA |
| Milne, Douglas, Gordon McIntosh | 个人 | EXECUTIVE VICE-PRESIDENT, CHIEF MARKETING STRATEGY OFFICER | 是 | NA |
| Dibden, Michael, William | 个人 | EXECUTIVE VICE-PRESIDENT, CHIEF OPERATING OFFICER | 是 | NA |
| SEIDLER, GILLIAN, ELOISE | 个人 | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER | 是 | NA |
| REITER CURRIE, CYNTHIA, ANN | 个人 | EXECUTIVE VICE-PRESIDENT, CHIEF HUMAN RESOURCES OFFICER | 是 | NA |
| ASHCROFT, KRISTIN, ELIZABETH | 个人 | DIRECTOR AND EXECUTIVE VICE-PRESIDENT, PRODUCTS AND SOLUTIONS | 是 | NA |
| Chateram, Gary, Nathanial | 个人 | SENIOR VICE-PRESIDENT, CO-HEAD OF RETAIL | 是 | NA |
| Locke, Steven, Gregory | 个人 | CHIEF INVESTMENT OFFICER, FIXED INCOME AND MULTI-ASSET STRATEGIES | 是 | NA |
| Marks, Lesley, Carolyn | 个人 | CHIEF INVESTMENT OFFICER, EQUITIES | 是 | NA |
| Bartlett, Naomi, Kim | 个人 | DIRECTOR | 是 | NA |
| McCuaig, Nancy, Elizabeth | 个人 | DIRECTOR | 是 | NA |
| Potter, Keith, David Bernard | 个人 | EXECUTIVE VICE-PRESIDENT AND CHIEF FINANCIAL OFFICER | 是 | NA |
| Westlind, Nicholas, Lars | 个人 | DIRECTOR | 是 | NA |
Schedule B · 执行高管(10 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| IGM FINANCIAL INC. | SHAREHOLDER | 是 |
| POWER FINANCIAL CORPORATION | SHAREHOLDER | 是 |
| POWER CORPORATION OF CANADA | SHAREHOLDER | 是 |
| THE DESMARAIS FAMILY RESIDUARY TRUST | SHAREHOLDER | 是 |
| DESMARAIS, PAUL, GUY | TRUSTEE | 是 |
| DESMARAIS, ANDRE, ROGER | TRUSTEE | 是 |
| DESMARAIS, SOPHIE | TRUSTEE | — |
| PANSOLO HOLDING INC. | SHAREHOLDER | 是 |
| DOER, GARY, ALBERT | TRUSTEE | 是 |
| FLEMING, GREGORY, JAMES | TRUSTEE | 是 |
口径:Form ADV 为投资顾问向 SEC/IARD 的申报,所有者与高管为机构自报;本库取该机构在数据区间内的最新一次申报快照(官方数据包截至 2024-12-31),此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
