 |
|
|
|
|
 |
Michael Mitchell
Wealth Advisor |
|
 |
 |
 |
Phone
Fax
|
(519) 660-3218
(519) 660-3208 |
|
Toll Free
|
1-800-265-1242 |
|
Email
|
michael_mitchell@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized
solutions to meet their financial goals. |
|
|
|
|
Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal
risk profile and the required investment returns to meet your goals. I establish and
deliver on your personal plan through a disciplined process. Through this process I
closely monitor your portfolio and advise you on the required actions to keep it on track
to meet your long-term goals.
|
|
Service Approach
My clients can rely on ready access to quality information and trusted advice to ensure
their financial plan is on track to achieve their goals. This is supported with a personal
client service agreement that I develop with each client. A focus of my ongoing service is
to help my clients understand key financial issues through one-on-one discussions,
regular reviews, and personalized advice.
|
|
Trusted Advice
I have the commitment and depth of resources at ScotiaMcLeod to provide my clients
with peace of mind through ongoing trusted advice and personalized solutions.
Total Financial Solutions: I am backed by a team of specialists within ScotiaMcLeod, as
well as from Scotiabank and Scotia Private Client Group. This allows me to access the
required expertise to provide my clients with a comprehensive financial strategy that
addresses all of their needs and goals.
|
|
Mailing Address
148 Fullerton Street
Suite 1801
London, ON
N6A 5P3
|
|
|
Additional Team Members:
Trevor Roberts
(519) 660-3253
trevor_roberts@scotiamcleod.com
|
|
All insurance products are sold through ScotiaMcLeod Financial Services Inc.,
the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group.
When discussing life insurance products, ScotiaMcLeod Investment Executives and
Financial Planners are acting as Life Underwriters (Financial Security Advisors in
Quebec)
representing ScotiaMcLeod Financial Services Inc. |
|
|
|
|
