Caitlin MacKinnon

Enigma
DISC Type : dci

Associate, Investment Product Manager at Mackenzie Investments

Toronto, Ontario, Canada

Overview

Caitlin MacKinnon is an Associate of Investment Product Management at Mackenzie Investments, leveraging a background in strategy from her time as an Analyst at Level5 Strategy. A graduate of the Bachelor of Commerce program at Queens University, she has prior internship experience in both change management and underwriting.

Personality Overview

Fast Follower

Persuasive & Assertive

Hard To Convince

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Investment Products
Her current role is as an Associate, Investment Product Manager, placing her directly in the development and management of investment solutions.
Strategy Consulting
She previously worked as an Analyst at Level5 Strategy and has expressed interest in leading consulting firms like McKinsey & Company and Deloitte.
Financial Services
[Predicted] Her career path through underwriting, banking, and investment management demonstrates a broad interest in the financial services industry.

Media Appearances

Caitlin has no verified media appearances

Work History

10-2025
Associate, Investment Product Manager at Mackenzie Investments
9-2024 - 10-2025
Analyst at Level5 Strategy
1-2024 - 4-2024
Teaching Assistant at Smith School of Business at Queen's University
9-2023 - 12-2023
Change Management Intern at EQ Bank | Equitable Bank
5-2023 - 8-2023
Underwriting Intern at Chubb

Education

2020 - 2024
Bachelor of Commerce - BCom from Queen's University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Toronto, Ontario, Canada Job Level : N/A Designation : Associate, Investment Product Manager at Mackenzie Investments
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Insights For Selling To Caitlin

During A Call Or A Meeting

DO's

  • Build rapport slwly without rushing, it will come handy to handle hard questions later
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.

DONT's

  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Avoid making offhand commitments, understand the root of their concerns first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caitlin is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Caitlin

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Caitlin move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Caitlin take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Caitlin

Personality Compatibility


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