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Mitch Orr, HBA, CMA, CFP, CIMA, RS
Senior Wealth Advisor
Director, Wealth Management |
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Phone
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(519) 660-3230
(519) 660-3208 |
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Toll Free
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1-800-265-1242 |
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Email
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mitch_orr@scotiamcleod.com |
| Mitch firmly believes that the investment process plays a much greater role in investor success than do individual products. As a result, he takes a holistic approach to asset management, with special attention paid to the process of strategic asset allocation and effective diversification to add value, improve returns, and reduce risk. |
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Mitch Orr joined ScotiaMcLeod in 1993 after several years as an Instructor at the Richard Ivey School of Business. He was born and raised in Kirkland Lake, Ontario, and has been a resident of London since 1987. Mitch is a graduate of the Ivey School of Business at the University of Western Ontario. He has continued his education in the financial field by obtaining the Certified Management Accountant (CMA), Certified Financial Planner (CFP), and Certified Investment Management Analyst (CIMA) designations. During his spare time Mitch enjoys golf, hockey, racquetball, collecting and enjoying wine and travelling with his wife, Amy, and their three children.
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, I review the progress my clients are making towards their goals and make whatever adjustments are required to their overall plan.
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Service Approach
Trust is the most important factor in a successful advisor/client relationship. I am committed to providing my clients with objective analysis, professional advice, and prompt service on the financial issues that are of importance to them.
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Trusted Advice
I provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
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Mailing Address
Suite 1801
148 Fullarton Street
London, ON
N6A 5P3
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Additional Team Members:
Terri Fox
Investment Associate
(519) 660-3210
terri_fox@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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