Mitchell Breen

Ask about investments, insurance, retirement, and estate planning.

Mitchell Breen
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

Tools & resources

Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

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