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Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
Accredited investors also include certain institutions, including U.S. banks and U.S.branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.
Mitchell joined the firm in May 2021 as a Wealth Planning Associate Intern.
Prior to entering the world of finance, Mitchell was a professional baseball player in the New York Yankees organization. His first start in the financial industry was at a wealth management firm in Toronto, where he was an associate trader.
Mitchell graduated with his Bachelor of Economics and a minor in Commerce from the University of British Columbia and is currently pursuing his Certified Financial Planning (CFP) designation.
Outside of the office, Mitchell enjoys golfing, walking his dog and trying new local restaurants.
“I truly believe Nicola Wealth’s approach to financial planning and wealth management is unmatched, and that our objectives are perfectly and mutually aligned with those of our clients.”
Travel the world and golf a lot.
Best concert ever attended?
Mission Hill – Oculus