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Focused on Canadian equities
We provide core exposure that draws primarily on Canada’s unique opportunities, spanning the entire range of market caps, sectors and industries.
Mackenzie North American Equity & Income Team
Focused on Canada’s unique spectrum of opportunities.
As one of the largest boutiques investing in Canadian equities, we capture the full spectrum of opportunities our country has to offer.
Meet our team
William Aldridge, MBA,CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie North American Equity & Income Team
Investment experience since 2002
Joined Mackenzie in 2008; investment experience since 2002.
- Lead portfolio manager of Mackenzie Canadian Equity Fund since 2014.
- Joined Howson Tattersall Investment Counsel in 2006, which became part of Mackenzie Investments in 2008.
- Began his career in 2002 on the equity research team at a Canadian Investment bank.
- BSc from the University of British Columbia; MBA from the Richard Ivey School of Business.
Patricia Nesbitt, CFA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie North American Equity & Income Team
Investment experience since 1987
Joined Mackenzie in 2021; investment experience since 1987.
- Lead portfolio manager for the Canadian All Cap Growth equity strategy, a $6.5-billion institutional mandate.
- For 30 years, led the Canadian All Cap Growth equity strategy at GLC Asset Management, which was acquired by Mackenzie in 2021.
- Past president of the Winnipeg Society of Financial Analysts, recipient of Canada’s Top 100 Most Powerful Women award.
- Honours BComm in Finance from the University of Manitoba.
Tim Johal, CFA
Vice President, Portfolio Manager
Mackenzie North American Equity & Income Team
Investment experience since 2000
Joined Mackenzie in 2017; investment experience since 2000.
- Portfolio manager of Mackenzie Canadian Dividend Fund, co-manager of Mackenzie Income Fund and Mackenzie Strategic Income Fund.
- For 17 years, was a Canadian equity portfolio manager at a leading Canadian financial services company that merged with Mackenzie in 2017.
- Specialized, deep knowledge and understanding of the Canadian financial services sector.
- Honours BComm in Finance from the University of Manitoba.
Scott Carscallen, CFA
Vice President, Portfolio Manager
Mackenzie North American Equity & Income Team
Investment experience since 1994
Joined Mackenzie in 2008; investment experience since 1994.
- Co-manager of Mackenzie Small Cap Canadian Fund.
- Joined Howson Tattersall Investment Counsel in 1999, which became part of Mackenzie Investments in 2008.
- Previously, worked three years as an equity research associate with a Canadian investment dealer conducting fundamental research on a wide range of Canadian public companies.
- Honours BBA from Wilfrid Laurier University.
Dongwei Ye, MBA,CFA
Vice President, Portfolio Manager
Mackenzie North American Equity & Income Team
Investment experience since 2003
Joined Mackenzie in 2008; investment experience since 2003.
- Co-manager of Mackenzie Small Cap Canadian Fund.
- Joined Howson Tattersall Investment Counsel in 2006, which became part of Mackenzie
Investments in 2008. - Previously spent three years at an investment research firm as an equity associate covering Canadian special situations.
- BA from Beijing Foreign Studies University; Graduate diploma in Business Administration from the National University of Singapore; MBA in Finance from McGill University.
Dylan Fricker, CFA
Vice President, Portfolio Manager
Mackenzie North American Equity & Income Team
Investment experience since 1999
Joined Mackenzie in 2021; investment experience since 1999.
- Lead manager of the SRI Canadian Equity portfolio and the co-lead of the Canadian All Cap Growth Equity strategy.
- For 16 years, worked with the Canadian equity portfolio management team at GLC Asset Management, which became part of Mackenzie Investments in 2021.
- Honours BBA in Finance and Financial Management from the University of Regina.
Brenda Nicholls, CFA,CMT
Assistant Vice President, Portfolio Manager
Mackenzie North American Equity & Income Team
Investment experience since 1998
Joined Mackenzie in 2021; investment experience since 1998.
- Lead portfolio manager of the Mackenzie U.S. Dividend strategy
- Over 20 years of industry experience primarily focused on the U.S. market in both mid- and large-cap equities
- Honours BComm in Finance from the University of Manitoba.
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