Mitchell is a Certified Financial Planner professional and CFA Level I Candidate with a Bachelor of Arts in Economics.

He began his career at a bank-owned full-service investment dealer, supporting multiple advisory teams by streamlining business processes, enhancing performance reporting, and delivering client-focused solutions.

Leveraging his background in statistical analysis, Mitchell develops value-added insights into market pricing and plays a key role in the daily execution and oversight of client portfolios. He also creates customized financial planning models that establish tailored benchmarks for assessing individual portfolio performance.

Outside of his professional work, Mitchell serves as Treasurer for the Golden Bears and Pandas Golf Team Alumni Association. A former varsity golfer at the University of Alberta, he continues to be an avid golfer.