Richard Mitchell

Richard Mitchell, CFA, CFP, CAIA, CIPM, serves as a Family Wealth Advisor at Bellwether Family Wealth since 2023 and has been an advisor to the CFA Institute since 2010. Previously, Richard held positions such as Associate Investment Advisor at CIBC Wood Gundy (2020-2023), Vice President of Client Service & Business Development at STYLUS Asset Management Inc. (2019-2020), and Vice President of Marketing & Client Services at Sprucegrove Investment Management Ltd. (2017-2019). Richard also worked as a Senior Investment Consultant at Aon Hewitt Canada (2015-2017) and managed Performance Measurement & Analytics at OPSEU Pension Trust (2011-2015). Prior experience includes Manager of Investment Analytics at RBC Investor Services (2008-2011), Investment Consultant at Eckler Ltd. (2004-2008), and Financial Analyst at CIBC Asset Management (2001-2004). Richard holds a degree in Economics and Finance from the University of Waterloo (1996-2001).