Lloyd Mitchell, CFP®, CLU®, CHS™, began their career in financial services in 2006 and currently serves as a Senior Financial Advisor at Safebridge Private Wealth, focusing on tax-efficient retirement strategies for incorporated professionals and family business legacy planning. Previously, they worked as an Associate at Castle Financial, specializing in corporate financial planning for Canadian-controlled private corporations. Lloyd has also held a position as an Associate Brokerage Manager at PPI Solutions, providing support and advice to insurance brokers. A former volunteer with Advocis Calgary, they are now a member of the Estate Planning Council of Calgary, engaging with professionals in estate planning matters. Originally from Red Deer, Alberta, Lloyd enjoys golf, playing guitar, and snowboarding, and values their role as a loving spouse and parent.
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