Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

Request an appointment with JEFF MITCHELL

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About —

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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.

Team —

Explore all of retirement’s possibilities.

RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.

general inquiries —

6 Ronrose Drive, Suite 300
Concord, ON L4K 4R3

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Investors Group

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