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Steven Locke

Chief Investment Officer, Fixed Income and Multi-Asset Strategies at Mackenzie Financial

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Steven Locke is Chief Investment Officer, Fixed Income and Multi-Asset Strategies of Mackenzie Financial Corporation, a Toronto, Ontario investment adviser.

Role at Mackenzie Financial

Title on Schedule A
Chief Investment Officer, Fixed Income and Multi-Asset Strategies
Control
Steven Locke is a control person of Mackenzie Financial.
Ownership
An individual ownership band is not available in the source record.
Tenure
Steven Locke has held the filed role since January 2021.

The firm

Mackenzie Financial Corporation
Toronto, Ontario,

Form ADV filed 30 March 2026

$195B AUM484 clients107 advisers8 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Steven Locke is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Steven Locke
CRD
7345685
Firm
Mackenzie Financial Corporation
Record basis
Form ADV officer listing
Firm bio
mackenzieinvestments.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

The Mackenzie biography identifies Steve Locke as Chief Investment Officer for fixed income and multi-asset strategies, says he joined Mackenzie in 2008, and lists a B.A. in economics from York University, an M.B.A. from the Schulich School of Business, and CFA status. Official Mackenzie Investments leadership biography

Education

Credentials and memberships

Common questions

Where does Steven Locke work?

Steven Locke has been Chief Investment Officer, Fixed Income and Multi-Asset Strategies of Mackenzie Financial Corporation since January 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Steven Locke a CFA charterholder?

Mackenzie Financial lists Steven Locke with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.

Source: Official Mackenzie Investments leadership biography

Leadership at Mackenzie Financial

Sources

  1. IAPD individual lookup, CRD 7345685. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Mackenzie Financial Corporation, filed 30 March 2026. Title, control and ownership bands.
  3. Mackenzie Financial team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Steven Locke or Mackenzie Financial Corporation and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.