Phil Taller
Portfolio Manager-Equities at Mackenzie Financial Corp.
Profile
Mr. Philip A.
Taller, CFA MBA, is a Senior Vice President & Portfolio Manager at Mackenzie Financial Corp.
His area of expertise is U.S.
mid-cap stocks.
His career in the investment industry began in 1991.
He began his investment career as a Research Associate.
Prior to joining Mackenzie Investments, Mr. Taller was a Portfolio Manager at an investment management company.
Before that time (and starting in 1995), he was at a leading Canadian mutual fund company as a Portfolio Manager on the Canadian equities team.
His focus was on bottom-up company analysis, and he co-managed in Canadian equities.
Mr. Taller received his Bachelor’s degree in Mathematics and Computer Science from the University of Waterloo and an MBA from the Schulich School of Business at York University.
He is also a CFA charter holder.
Phil Taller 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 | 2011-06-30 |
Former positions of Phil Taller
| Companies | Position | End |
|---|---|---|
Bluewater Investment Management, Inc.
 Bluewater Investment Management, Inc. Investment ManagersFinance Founded in 1994, Bluewater Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm specializes in the management of equity portfolios for institutional and private clients. | Portfolio Manager-Equities | 2011-05-30 |
| Trimark Investment Management, Inc. | Corporate Officer/Principal | 1998-08-31 |
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Analyst-Equity | 1994-12-30 |
Bunting Warburg Dillon Read, Inc.
 Bunting Warburg Dillon Read, Inc. Containers/PackagingProcess Industries Part of UBS Group AG, Bunting Warburg Dillon Read, Inc. provides paper and paperboard packaging services. The company is based in Vancouver, Canada. | Corporate Officer/Principal | 1993-12-30 |
Training of Phil Taller
| The University of Waterloo | Undergraduate Degree |
| The Schulich School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
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 |
Bluewater Investment Management, Inc.
Bluewater Investment Management, Inc. Investment ManagersFinance Founded in 1994, Bluewater Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm specializes in the management of equity portfolios for institutional and private clients. | Finance |
| Trimark Investment Management, Inc. | |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Finance |
Bunting Warburg Dillon Read, Inc.
Bunting Warburg Dillon Read, Inc. Containers/PackagingProcess Industries Part of UBS Group AG, Bunting Warburg Dillon Read, Inc. provides paper and paperboard packaging services. The company is based in Vancouver, Canada. | Process Industries |
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