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mitchellshields
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Mitchell Shields

Financial Advisor (Intern)Edward Jones InvestmentsKingsville, Ontario

I am a financial planner in Kingsville Ontario, helping clients with building wealth and protecting their lifestyle. I obtained my CFP designation in 2019 and am the second youngest CFP in Canada. I am also a socially responsible investing designated representative, specializing in creating portfolios that are socially responsible.

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

Estate Planning Retirement Income 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 ?

CFP® RIS

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

Annuity Bond Exchange Traded Fund (ETF) Mutual Fund Security Segregated Fund Stock

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