Mitch brings extensive International and Senior Management experience to his position as an Investment Advisor with the firm. His family resided in Cyprus and the Middle East for five years while he was employed as General Manager of a Calgary based Oil & Gas Company. Prior to working overseas, Mitch was the Treasurer and an Officer of Big Rock Brewery Ltd., a highly respected and well-known western entrepreneurial success story. Born and raised in Kimberley, Mitch completed his post secondary education in Calgary and began his career in the oil industry. He has resided in Westbank since 2000 with his two children. Away from the office, Mitch is an accomplished golfer and enjoys all types of outdoor activities. Mitch and his family remain active with friends and business contacts met during their extensive travels.
Mitch can develop tailored comprehensive wealth management strategies for your high net-worth family through his experience and access to a comprehensive offering of products and services. Based on financial goals and wealth preservation objectives, a joint professional plan is developed, implemented and continually monitored and reviewed with you on a regular and consistent basis.
Jennifer Pitt, Associate Wealth & Investment Advisor
Jennifer was raised in North Vancouver, BC and started her career in the financial services industry in 1988. She relocated to Kelowna from Vancouver in 2005, where she worked with RBC Dominion Securities in their downtown office.
As an Associate Wealth & Investment Advisor, Jennifer brings a depth of experience in client services for affluent families.