James Morrison

Portfolio Manager-Equities at Mackenzie Financial Corp.

Finance

Consumer Services

Profile

Mr. James A.
Morrison, CFA MBA, is a Vice President & Portfolio Manager at Mackenzie Financial Corp.
His primary responsibility is covering Canadian equities.
He has been with Mackenzie Investments since 2014.
His previous experience includes working as an Investment Banking Associate and Equity Research Analyst at a leading independent investment dealer focused on institutional and corporate clients.
Mr. Morrison received his Bachelor of Business Administration in Finance and Economics from Bishop’s University and an MBA in Finance and Economics from Dalhousie University and he is a CFA charter holder.

James Morrison 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-Equities	31/12/2013

All active positions of James Morrison

Former positions of James Morrison

Companies	Position	End
Cormark Securities, Inc. Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies.	Analyst-Equity	31/12/2013

See the detail of James Morrison's experience

Training of James Morrison

Bishop's University	Undergraduate Degree
Dalhousie University	Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Members of the board

Executives

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Linked companies

Private companies	2
Cormark Securities, Inc. Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies.	Finance
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