Members

Mitchell Shields

Oakville
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Mitchell Shields

Member Bio

(This member hasn't written a bio yet!)

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CLU
TEP

Compensation Models

Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

STEP

Education

Some Post Secondary

Assets Under Management

500,000,000-1,000,000,000

Practice Size

6 to 10

Investment License

Securities

Provinces Licensed (Investment)

Alberta
British Columbia
Nova Scotia
Ontario
Quebec
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.