Mitch's focus is to work with his clients to achieve their financial goals by providing quality service through integrity.
His services include financial products, such as GICs, T-Bills, Bonds, Mutual Funds, ETFs and Stocks using investment vehicles such RRSPs, TFSAs, RESPs and non-registered accounts.
Setting one’s goals and determining comfort levels for investing are a priority. Communicating with clients is also important. How and how often is something Mitch will discuss.
Mitch's clients will benefit from his 25+ years of experience, honesty, and friendliness. He believes he is not the “typical broker” with another “hot tip,” but rather a source of solid information. His business is built by referrals from satisfied clients.
Mitch was born and raised in the Port Alberni Valley, married with two daughters and a granddaughter. He is a very active member in the community, and has been working with the public for 34 years. He has been a Director for the Alberni District Fall Fair and Alberni Valley Gaming Association. He is a Life Member of the Kinsmen Club and a previous volunteer for the Summer and Winter games.
He looks forward to working with you as a client to develop the best investment portfolio for you. What’s on your horizon? Let’s achieve your financial goals today for a brighter tomorrow.
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