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mitchellshields
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Mitchell Shields

Financial AdvisorEdward Jones InvestmentsLeamington, Ontario

I am a financial advisor with Edward Jones, a financial firm dedicated to serving the needs of the individual investor. I work with serious long term investors to identify what their personal goals are, and tailor a custom solution to reach those goals. From there, we are in a life long partnership to ensure my clients are always staying on track and looking to those goals with anticipation.

This user account status is Approved

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

Estate Planning Investment Planning

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

Investment Advisor

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® CLU® 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
Change your cover photo
mitchellshields
Change your cover photo
Mitchell Shields

Financial AdvisorEdward Jones InvestmentsLeamington, Ontario

I am a financial advisor with Edward Jones, a financial firm dedicated to serving the needs of the individual investor. I work with serious long term investors to identify what their personal goals are, and tailor a custom solution to reach those goals. From there, we are in a life long partnership to ensure my clients are always staying on track and looking to those goals with anticipation.

This user account status is Approved

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

Estate Planning Investment Planning

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

Investment Advisor

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® CLU® 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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