Mackenzie North American Equity & Income Team

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.

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, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie North American Equities Team.

Scott’s career in the investment industry began in 1994. He joined Howson Tattersall Investment Counsel in 1999, and the company became part of Mackenzie Investments in 2008. His previous work experience included three years as an Equity Research Associate with a Canadian investment dealer, where he conducted fundamental research on a wide range of Canadian publicly listed companies.

Scott has a BBA (Hons.) from Wilfrid Laurier University, and he is a CFA charterholder.

Dongwei Ye, Vice President, Investment Management, is the Portfolio Manager on the Mackenzie Canadian Small Cap Value mandate.

Dongwei’s industry experience started in 2003. She joined Howson Tattersall Investment Counsel in 2006, which became part of Mackenzie Financial Corporation in 2008. Prior to joining this team, Dongwei spent three years at an investment research firm where she was an equity associate covering Canadian special situations.

Dongwei has a BA from Beijing Foreign Studies University, a Graduate diploma in Business Administration from the National University of Singapore and holds an MBA from McGill University. She is also a CFA charterholder.

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.

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.