Caroline Chan

Portfolio Manager-Fixed Income at

Mackenzie Financial Corp.

Consumer Services

Finance

Profile

Ms. Caroline W.
Chan, CFA MBA, is a Vice President & Fixed Income Trader 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 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.	Portfolio Manager-Fixed Income	2017-12-31

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Private companies	3
Mackenzie Financial Corp. Mackenzie Financial Corp. Investment ManagersFinance 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.	Finance
The University of Waterloo The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
MIT Sloan School of Management MIT Sloan School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services