I am a highly dedicated, passionate, and goal-driven, financial advising professional who aims to make finances a fun, seamless, and enjoyable experience for my clients. As a Certified Financial Planner® professional and Chartered Life Underwriter, I have cultivated an extensive background involving retirement strategies, responsible investing, debt relief, evaluating ideal financial strategies, and successfully supported countless individuals, executives, and families in creating the perfect roadmaps to reach financial freedom.
I was drawn to Kingsville and moved here in 2016, I was born, raised, and educated in Essex County. I spent the majority of my life in St. Clair Beach, living in the home and attending the church built by my grandfather.
The thing about building a financial strategy is that it can be quite complex, and I understand how stress-provoking this journey can be for families and executives. Because of this, I have devoted myself to not only being a financial advisor, but also a mentor, consultant, and friend along the way. My underlying goal is to empower my clients with in-depth information, simplifying knowledge, and vital cash flow planning insight so new investors can make the best decision for themselves and their family's futures.
Overall, nothing makes me happier than guiding my clients in achieving their financial objectives and supporting them in building a bright future for themselves and their families for generations to come.
I am an active member of the Parks, Recreation, Arts and Culture Committee with the town and sit on the Board of Directors for the Sun Parlour Folk Music Society. But above all, I enjoy spending precious with my best friend and wife, Sara Ann, and our wonderful daughter, River Joy.
I'd love to meet with you and hear what's important to you. For a free consultation, please contact me at [email protected] or 519-324-0144.
- Retirement Savings Strategies
- Wealth Strategies
- Socially Conscious Investing
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Record Collecting
Office Address24 Seacliff Drive East
Leamington, ON N8H 0C2
Phone NumberMitchell A Shields at (519) 324-0144
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||09:00AM - 07:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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