Caroline Chan
Portfolio Manager-Fixed Income at Mackenzie Financial Corp.
Profile
Ms. Caroline W.
Chan, CFA MBA, is a Vice President & Portfolio Manager at Mackenzie Financial Corp.
She is responsible for day-to-day management of investment grade portfolios, specializing in credit, structured products and derivatives.
She began her career as a management consultant with Deloitte and worked 20 years in finance on both the sell-side and buy-side for large investment firms in London and Hong Kong.
She received her undergraduate degree from The University of Waterloo and an MBA from MIT Sloan School of Management.
Caroline Chan active positions
| Companies | Position | Start |
|---|---|---|
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Portfolio Manager-Fixed Income | 31/12/2017 |
Training of Caroline Chan
| The University of Waterloo | Undergraduate Degree |
| MIT Sloan School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 1 |
|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Finance |
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