Paul Taylor
Investment Committee Member at Mackenzie Financial Corp.
Profile
Mr. Andrew P.
Taylor, CFA MBA, is a Vice President & Portfolio Manager at Mackenzie Financial Corp.
Mr. Taylor joined the Mackenzie Multi-Asset Strategies Team in October 2019 and is a member of Mackenzie’s Global Investment Committee.
He has investment experience since 1985.
Mr. Taylor has significant investment experience in the areas of multi-asset allocation, Canadian equity management, and manager evaluation, selection and oversight.
Prior to joining Mackenzie, he worked for 14 years at a major Canadian bank as Chief Investment Officer, where his responsibilities included making tactical asset allocation decisions across institutional, high net worth and retail lines of businesses and leading large teams of investment professionals, which included equity, bond and asset allocation managers.
Mr. Taylor earned an MBA at the Smith School of Business at Queen’s University and holds a BA (Economics) from the University of Western Ontario.
He is also a CFA charterholder.
Paul Taylor 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. | Investment Committee Member | 01/10/2019 |
Former positions of Paul Taylor
Companies | Position | End |
---|---|---|
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. | Head-Equity Investments | 01/09/2018 |
BMO Private Investment Counsel, Inc.
BMO Private Investment Counsel, Inc. Investment ManagersFinance BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US. | Chief Investment Officer | 01/03/2012 |
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Corporate Officer/Principal | 31/12/2003 |
Mavrix Fund Management, Inc.
Mavrix Fund Management, Inc. Investment ManagersFinance Founded in 2001, Mavrix Fund Management, Inc. is an investment advisor located in Toronto, Ontario. The firm is a subsidiary of 1796862 Ontario Ltd., a holding company. Mavrix Fund Management sponsors and manages the Mavrix family of mutual funds and provides consulting and portfolio management to specialty funds. | Corporate Officer/Principal | 31/12/2002 |
BMO LONG-TERM US TREASURY BOND INDEX ETF | Chief Investment Officer | - |
Training of Paul Taylor
University of Western Ontario | Undergraduate Degree |
Queen's University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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BMO Private Investment Counsel, Inc.
BMO Private Investment Counsel, Inc. Investment ManagersFinance BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US. | Finance |
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Finance |
Crown Life Insurance Co.
Crown Life Insurance Co. Life/Health InsuranceFinance Part of Power Financial Corp., Crown Life Insurance Co. provides life insurance. The company is based in Buffalo, NY. The company was founded in 1900. D. Allen Loney has been the CEO of the company since 2008. | Finance |
Mavrix Fund Management, Inc.
Mavrix Fund Management, Inc. Investment ManagersFinance Founded in 2001, Mavrix Fund Management, Inc. is an investment advisor located in Toronto, Ontario. The firm is a subsidiary of 1796862 Ontario Ltd., a holding company. Mavrix Fund Management sponsors and manages the Mavrix family of mutual funds and provides consulting and portfolio management to specialty funds. | Finance |
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 |
BMO Long-Term US Treasury Bond Index ETF
BMO Long-Term US Treasury Bond Index ETF Investment Trusts/Mutual FundsMiscellaneous BMO Long-Term US Treasury Bond Index ETF is an investment vehicle which seeks to replicate, to the extent possible, the performance of the applicable index, net of expenses. It will invest in and hold the Constituent Securities of the applicable Index in the same proportion as they are reflected in the applicable Index or securities intended to replicate the performance of the Index. The company is headquartered in Toronto, Canada. | Miscellaneous |
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 |
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