• 1967 – Mackenzie Investments was founded by Alex Christ • 1967 – Mackenzie Investments created company's first mutual fund, the Industrial Growth Fund (later renamed Mackenzie Growth Fund) • 1973 – Mackenzie Investments went public with a listing on the TSX • 1977 – Mackenzie Investments bought a stake in Universal Group of Funds • 1992 – Mackenzie Investments acquired Ivy Management Inc • 1993 – Mackenzie Investments acquired the balance of Universal Group of Funds • 1998 – Mackenzie Investments acquired
Cundill Funds Inc. • 2001 – Mackenzie Investments was acquired by Investors Group to create IGM Financial • 2006 – Mackenzie Investments acquires Cundill Investment Research Ltd. and its affiliates (The Cundill Group) • 2008 – Mackenzie Investments acquired Howson Tattersall Investment Counsel and the Saxon Group of Mutual Funds • 2011 – Mackenzie Investments announces that it has reached an agreement with B2B Trust, a subsidiary of Laurentian Bank under which B2B Trust will acquire the MRS Companies (MRS Trust, MRS Inc and MRS Securities Inc.) The transaction is expected to close in November 2011 subject to applicable regulatory notifications and approvals. • 2012 – Mackenzie Investments completes the sale of the MRS Companies (MRS Trust, MRS Inc and MRS Securities Inc.) to B2B Trust, a subsidiary of Laurentian Bank • 2013 – Mackenzie Investments announced a proposal to simplify and restructure its product offering through the renaming and merger of several funds as well as the amendment of investment objectives for additional funds. Further, several fund brands will be eliminated. ==Mackenzie Investments Charitable Foundation==