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Lois A Mitchell

Financial Planner, Investment & Retirement PlanningBMO Financial GroupOrillia, Ontario

BMO's vision is to be the bank that defines a great customer experience. The FP mandate is directly responsible for engaging with clients seeking help by: Providing holistic financial planning and advice, meeting regularly to review the client’s holdings and changing needs, consolidating and retaining customers’ investment assets and referring to other BMO partners when appropriate.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Retirement Income Planning Investment Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CSC®️ CFP® CSA

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Guaranteed Investment Certificate (GIC) Mutual Fund
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