Ask about investments, insurance, retirement, and estate planning.
Senior Wealth Advisor Servus Wealth Strategies Aviso Wealth |
Mitchell has his CFP®, PFP®, CIM®, CIWM, and FCSI® designations, with both a BA in Economics and a BCom in Business Studies from the University of Alberta. He has over 20 years of experience providing financial services. Since 2009, Mitchell's focus has been wealth planning.
Mitchell is passionate about helping our members achieve their financial goals by understanding their unique situation. He’ll combine his extensive experience with that of his team to give you a customized financial strategy.
Mitchell lives in Edmonton with his wife and son. He provides expert advice to our members and his door is always open.
Contact
Contact Mitchell at 780.221.5896
Mitchell.Breen@servus.ca
Meet the team
Leanne Carson
Senior Wealth Advisor Associate
780.638.8922