Steve Locke

Mr. Steven G.
Locke, CFA MBA, is a Chief Investment Officer of Fixed Income & Multi-Asset Strategies at Mackenzie Financial Corp.
He oversees approximately 40 investment professionals involved in the day-to-day management of all institutional and retail fixed income and multi-asset mandates at Mackenzie Investments.
Mr. Locke is responsible for more than $60 billion in fixed income expertise and $23 billion in multi-asset capabilities.
He is also Chair of Mackenzie’s Global Investment Committee, which oversees global investment strategy recommendations across the organization.
Mr. Locke came to Mackenzie through the acquisition of HTIC in 2008, and he was appointed Head of the Fixed Income Team in 2010.
In 2021, he was appointed to his current role.
Mr. Locke began his investment career in 1994 as a bond trader and credit analyst, with these roles encompassing rates and credit trading, and fundamental corporate credit analysis for public and private debt.
In 1998, he took a role as an associate portfolio manager, with management responsibilities covering pension, retail, and balance sheet mandates.
In 2003, Mr. Locke joined Howson Tattersall Investment Counsel (HTIC) as a portfolio manager, managing both retail and institutional fixed income portfolios, and in 2005 he became head of the fixed income team at HTIC.
He is a holder of the Chartered Financial Analyst designation, and he has a Bachelor of Arts degree in economics, and an MBA degree from the Schulich School of Business, both from York University.