Scott Morrison

Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers.

Acts as a real estate investment trust

Empire Life-IP aims to outperform by focusing on attractively valued, high-quality businesses, with a focus on downside protection. The firm invests in companies they believe represent good value with the intention of holding stocks for a period of 24 to 36 months or longer. They also conduct top-down analysis of the Canadian and global economies to determine which markets to target and how economic factors may impact specific economies, sectors and companies.

Functions as a College/University

Provides financial planning services

Engages in research on global economy, politics and law

Wealhouse’s portfolio of funds offers a variety of strategies that are designed to preserve or grow wealth as market conditions change over time. They are investment generalists, tuned in to find value and opportunities as they arise. The firm is constantly learning and evolving their strategies to take advantage of the changes the markets inevitably go through. They anticipate these shifts so they can mitigate risk, identify opportunity and protect client’s capital.

Real Estate Investment Trust/REIT

Operates as real estate company, which focuses on commercial markets