MULTIMEDIA CENTRE

Phil Taller

Phil Taller is a Principal at Bluewater and has more than 14 years experience as an investment analyst and portfolio manager. He began his investment career in 1991 as a Research Associate. In 1995, Phil joined a leading Canadian mutual fund company as a Portfolio Manager on the Canadian equities team. He focused on bottom-up company analysis, and co-managed $10 billion in Canadian equities. He joined Bluewater in 1998.

Funds under management:

• Mackenzie Focus Canada Class
• Mackenzie Focus Canada Fund
• Mackenzie Universal American Growth Class (Hedged)
• Mackenzie Universal American Growth Class (Unhedged)
• Mackenzie Universal Canadian Balanced Fund
• Mackenzie Universal Canadian Balanced Segregated Fund
• Mackenzie Universal Canadian Growth Class
• Mackenzie Universal Canadian Growth Class (Hedged)
• Mackenzie Universal Canadian Growth Fund
• Mackenzie Universal Canadian Growth Segregated Fund

This presentation may contain forward-looking statements about the Fund, including its strategy, expected performance and condition. Forward-looking statements include statements that are predictive in nature, that depend upon or refer to future events or conditions, or that include words such as “expects,” “anticipates,” “intends,” “plans,” “believes,” “estimates” or negative versions thereof and similar expressions. In addition, any statement that may be made concerning future performance, strategies or prospects, and possible future Fund action, is also a forward-looking statement.

Forward-looking statements are not guarantees of future performance, and actual events and results could differ materially from those expressed or implied in any forward-looking statements made about the Fund. Any number of important factors could contribute to these digressions, including, but not limited to, general economic, political and market factors in North America and internationally, interest and foreign exchange rates, global equity and capital markets, business competition, technological change, changes in government regulations, unexpected judicial or regulatory proceedings, and catastrophic events.