Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
As a subject matter expert on ETFs, Prerna Mathews is responsible for the development and execution of Mackenzie Investments’ ETF business strategy.
Prior to joining Mackenzie, Mathews held several positions within ETF capital markets, product development, and product management at an international investment company.
She also currently serves as vice-chair of the Canadian ETF Association and sits on the board of directors of Women in ETFs Canada Council.
180 Queen Street West Toronto, ON M5V 3K1
1 800 387 0614
prerna.mathews@mackenzieinvestments.com
ca.linkedin.com/in/prernamathews
mackenzieinvestments.com/en
Prerna Mathews
Vice President, ETF Product Strategy
Mackenzie Investments
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Bio
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Bio
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Bio
Milestones
“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
2007–2012
2013–2016
2017–2022
2023
2021–Present
Foundations in asset management: built deep experience across investment products, distribution, and strategy, creating a strong platform for a career in ETFs
2007–2012
Entry into ETFs: joined a leading ETF provider during a formative period for the Canadian industry, gaining hands-on expertise in product development, strategy, ETF capital markets, and advisor engagement
2013–2016
Establishing Mackenzie’s ETF platform: brought ETF expertise to Mackenzie Investments, helping to launch and scale the platform, and positioning the firm as a credible player in the ETF space
2017–2022
Scaling growth and leading industry advocacy: played a central role in expanding Mackenzie’s ETF shelf with innovative strategies, driving strong asset growth while building a reputation for ETF leadership, elevated as a national ETF voice, advancing industry competitiveness through CETFA, and contributing to media and educational initiatives
2023
Founder and CEO at Bold Wealth Partners
2021–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
