Jeff Mitchell has been working with high net-worth professionals, business owners and families to help them manage their wealth since 1997. Jeff holds the coveted Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations and he is also a Registered Retirement Consultant (RRC).
Jeff helps clients to comfortably and efficiently build, maintain and protect their net worth. His attention to detail and dedicated commitment to clients' well-being regularly goes beyond their expectations and the scope of financial planning to include all aspects of their lives. Committed to continuous education, Jeff is always reading to stay knowledgeable on industry changes while looking for ways to enhance clients' experience with financial planning.
Jeff, his wife and two boys live in Richmond Hill. A cycling enthusiast, Jeff regularly participates in Tour for Kids: Coast to Coast cycling events in Ontario and Eastern & Western Canada. Tour for Kids is an important, sustainable source of funding for the incredible cancer camp organizations in Canada. Jeff is also an outdoors enthusiast and enjoys coaching hockey and motorsports.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.