Mitchell specializes in helping:
Established families and young professionals who want to:
Protect their financial legacy from wealth depletion
Maximize family wealth through income-splitting strategies
Protect their assets from wealth destroying events including divorce and taxes
Ensure their wealth will be continued to be managed with discipline and respect for generations
Business owners or incorporated professionals who want to:
Focus on building their business while building their personal investments
Tax-efficient strategies for their business and personal wealth
Coordinate their business and personal assets for a seamless transition to retirement
Retirees who want to:
Maximize their retirement savings
Enjoy a tax-efficient income stream
Maintain their pre-retirement lifestyle
Preserve their wealth
Successful executives who want to:
Enhance the growth of their wealth
Maximize company options
Minimize taxes on corporate savings options
Maintain their lifestyle during retirement
Foundations, non-profit organizations, and condo reserve funds that need help:
Managing assets under strict guidelines
Achieving specific growth requirements for reserve funds
Maintaining a professional and transparent investment portfolio
Learn more about tax-smart charitable giving strategies.
