In the investment advisory industry since 1988, Mitch is a graduate of the University of Toronto’s Bachelor of Commerce program, a Fellow of the Canadian Securities Institute (FCSI) and a holder of the Chartered Financial Analyst (CFA) designation. He is also a member of the Toronto CFA Society and the CFA institute.
A veteran securities analyst and accredited Portfolio Manager, Mitch brings a seasoned approach to long-term investment management. Resolute in ignoring the distracting ’noise’ generated by the financial media, his goal is the delivery of sustained portfolio performance results built over time.
The principal point of client contact for portfolio creation and maintenance, Mitch directs the overall investment and wealth building strategies for the clients of The Aidelman Wealth Advisory Group.
Married with four children, he is a devoted tennis player and helps coach his son’s rep baseball team. Among his many other interests Mitch attends sporting events and concerts, likes to travel, and is an avid reader. Mitch has been a leadership supporter of the United Way for many years.
