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Keith Potter

Executive Vice-President and Chief Financial Officer at Mackenzie Financial

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Keith Potter is Executive Vice-President and Chief Financial Officer of Mackenzie Financial Corporation, a Toronto, Ontario investment adviser.

Role at Mackenzie Financial

Title on Schedule A
Executive Vice-President and Chief Financial Officer
Control
Keith Potter is a control person of Mackenzie Financial.
Ownership
An individual ownership band is not available in the source record.
Tenure
Keith Potter has held the filed role since July 2022.

The firm

Mackenzie Financial Corporation
Toronto, Ontario,

Form ADV filed 30 March 2026

$195B AUM484 clients107 advisers8 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Keith Potter is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Keith Potter
CRD
7707119
Firm
Mackenzie Financial Corporation
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Keith Potter work?

Keith Potter has been Executive Vice-President and Chief Financial Officer of Mackenzie Financial Corporation since July 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Mackenzie Financial

Sources

  1. IAPD individual lookup, CRD 7707119. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Mackenzie Financial Corporation, filed 30 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Keith Potter or Mackenzie Financial Corporation and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.