James A. Morrison
Vice President, Portfolio Manager @Mackenzie Investments
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WORK HISTORY
Vice President, Portfolio Manager @Mackenzie Investments
Toronto, ON, CA
Lead portfolio manager for Canadian Focused Equity and Balanced mutual funds with approximately $1.5 billion in assets under management. I believe lasting investment success comes from creating portfolios that clients can stay committed to—strategies designed to smooth the path to compounding so investors can fully realize their long-term financial goals.My approach combines fundamental research with a deep commitment to communication, transparency, and alignment. I see my role as a bridge—connecting great businesses with patient capital, connecting clients with conviction, and connecting teams around a shared investment philosophy. Integrity and clarity are at the core of every interaction, whether with company management, teammates, or the investors we serve.Responsible for investment strategy, portfolio construction, risk oversight, and team leadership. I maintain an active dialogue with public company boards and management teams, and represent the funds with advisors, consultants, and wholesalers across Canada.
EDUCATION
Banff Mountain Ski Academy
High School Diploma
Dalhousie University
Master of Business Administration (M.B.A.), Finance and Economics
Bishop's University
Bachelor of Business Administration (BBA), Finance and Economics
ABOUT JAMES A. MORRISON
Senior investment professional with over two decades of capital markets experience spanning investment management, equity research, and investment banking. I’ve led public equity portfolios through changing cycles with a steady hand and a long-term mindset, underpinned by deep fundamental research and a pragmatic approach to risk.What defines me isn’t just the roles I’ve held—but how I’ve approached them. I’m a competitor by nature and a steady presence in high-pressure environments. I value relationships, clarity, and follow-through. Whether building portfolios, engaging with company leadership, or partnering with clients and colleagues, I lead with integrity and seek to bridge ideas, teams, and interests in pursuit of lasting outcomes.
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