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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“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
