Fund Detail
NBI Canadian Equity Growth Fund Investor Series (NBC887) |
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|
$88.08 | Change | YTD Return | Date of Inception | MER % | Net Assets ($Mil) | Currency |
|---|---|---|---|---|---|---|---|
| -$0.61 | 7.28% | 11/30/1987 | 2.14% | $1.09K | CAD | ||
Fund Strategy
The NBI Canadian Equity Growth Fund aims to provide investors with superior investment returns over the long term, having regard for the safety of capital. The fund invests in a diversified portfolio of primarily Canadian equities.
Purchase Information
| Minimum Investment | |
|---|---|
| Initial Investment | $500 |
| Additional Investment | $50 |
| RSP Eligibility | Yes |
Fee Structure
| No Load |
Available In The Following Provinces
| Alberta | British Columbia |
| Manitoba | New Brunswick |
| Newfoundland | |
| Nova Scotia | North West Territories |
| Ontario | Prince Edward Island |
| Quebec | Saskatchewan |
| Yukon |
Management
| Fund Advisor(s): | Managed Since |
|---|---|
| David Arpin | 11/1/2017 |
| Brief Bio: | |
| David Arpin, CFA, Senior Vice President, is a Portfolio Manager with the Mackenzie Canadian Growth Team. David began his career in 1995 as an Investment Researcher for a pension consulting firm. In 1998, he worked at an insurance company as an Equity Analyst and Trader. He worked as a Portfolio Manager for Bluewater Investment Management, Inc., a sub-advisor to Mackenzie Investments, from 2012 to 2015. David has BA (Hons.) and MA (Economics) degrees from Queen’s University. | |
| Advisor's Firm: | Advisor's Education: |
| CFA, MA, BA | |
| Fund Advisor(s): | Managed Since |
|---|---|
| Tyler Hewlett | 8/27/2025 |
| Brief Bio: | |
| Tyler is the lead portfolio manager for BMO Asset Management Inc.'s Canadian small cap mandates. He joined BMO AM in 2007 as an analyst, covering multiple sectors with a focus on small capitalization equities & became a portfolio manager on the Canadian small cap team in 2009 assuming his position as lead portfolio manager in 2012. He began his career in the industry in 2001 at a global financial institution. Tyler holds a Bachelor of Comm degree from Queen's University & is a CFA charterholder. | |
| Advisor's Firm: | Advisor's Education: |
| CFA, BComm | |
| Fund Advisor(s): | Managed Since |
|---|---|
| David Taylor | 8/27/2025 |
| Brief Bio: | |
| Advisor's Firm: | Advisor's Education: |
| Fund Advisor(s): | Managed Since |
|---|---|
| Shah Khan | 8/27/2025 |
| Brief Bio: | |
| Shah Khan, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Bluewater Team. Shah joined Bluewater Investment Management Inc. in 2010 and has worked with the portfolio management team since then. Bluewater acted as a subadvisor to Mackenzie until 2016, when the Team became one of Mackenzie's investment boutiques.Shah has a BSc (Biochemistry/Biomedical Sciences) and an MBA from McMaster University. He is also a CFA charterholder. | |
| Advisor's Firm: | Advisor's Education: |
| CFA, MBA, BSc | |
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