Barry McInerney on His 6 Years at Mackenzie Investments & His Legacy
The Invested · mackenzieinvestments
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Show Notes
We are celebrating our 100th episode!
In this special episode, host Matthew Schnurr joins Mackenzie's CEO, Barry McInerney just before his retirement in July.
Together, they reflect on the last 6 years of his career at Mackenzie Investments.
Learn by Key Topics:
(0:54) Views on Canadian Wealth Segments from Boomers to Gen Z
(7:23) How has Talent & Culture changed within Mackenzie
(14:38) Actions that re-shaped Diversity, Equity, and Inclusion
(21:13) Adjusting to the Pandemic Era and the Hybrid Model
(29:44) Reflections on 6 Years of Acquisitions
(40:12) Barry McInerney's Legacy at Mackenzie Investments
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com