Teams at Mackenzie Investments

Leads client reporting operations across multiple financial services businesses, overseeing statements, confirmations, tax slips, communications, vendor governance, regulatory readiness, production issues, and reporting initiatives. Manages teams and cross-functional stakeholders, develops strategic roadmaps, leads tax and transformation programs, establishes governance frameworks, and improves reporting quality, efficiency, and client experience. The role also provides executive metrics and supports regulatory and production-cycle requirements.