Duane Paul

Senior Analyst, Fund Oversight at Mackenzie Investments

Duane Paul is a seasoned financial professional with extensive experience in fund oversight and operations management. Currently serving as a Senior Analyst at Mackenzie Investments since June 2020, Duane specializes in investigating NAV incidents and composing detailed error reports. Prior to this role, Duane spent nearly 16 years at CI Investments Inc., advancing to Supervisor of Operations where responsibilities included mentoring a team of 15 associates and designing performance dashboards. Duane also held positions such as Team Leader of Resolutions and Bilingual Resolution Service Associate, showcasing a strong background in process improvement and client communication. Earlier career highlights include serving as a Financial Security Advisor at Freedom 55 Financial and a Dual Count Supervisor at OLG. Duane holds an Honors Bachelor of Business Administration in Accounting from Nipissing University and has passed the Level III exam from the CFA Institute.

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Mackenzie Investments

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Mackenzie Investments is an investment management firm that provides investment advisory and related services.


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Headquarters

Toronto, Canada

Employees

1,001-5,000

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