Smarter wealth solutions
You work hard for your money, it's time your money does more for you.
Streamline your finances with our full suite of investment consulting, mortgages, personal insurance, and retirement planning.
What is an independent broker?
Isn't it time you had a financial advisor that works for you?
Your needs are unique, don't settle for less
We won't set you up with a cookie cutter financial plan. An in depth analysis of your short- and long-term goals will help us create a financial plan as unique as you.
Financial advice shouldn't be based on a sales quota
We're able to create a portfolio for you free from any sales pressure while not being limited to a single banks offerings.
Work with the same advisor through the whole process
We offer a holistic approach to financial management - from investment planning to wealth protection and mortgages.
Meet our advisor
Born in Pembroke, Ontario, Mitchell moved to Ottawa to study Finance at the University of Ottawa. After completing his schooling he began his banking career in Northern Ontario, while moving a few times as he climbed the corporate ladder. Eventually he found himself returning to work back in Orleans, Ottawa where he currently resides with his spouse Chaldea, daughter Morgan, and family dog Gunner.
After his experience working for one of the big 5 banks, Mitchell decided that the best way to honestly serve his clients would be to work independently. It was then that MC Financial was born; his own financial planning company that truly serves his clients.
Mitchell has over 10 years experience studying and practicing financial planning and investing. He currently holds three financial designations: Chartered Investment Manager, Registered Retirement Consultant, and Personal Financial Planner. As our financial landscape is ever changing, Mitchell continually strives to broaden his education to ensure he brings the best and most current solutions to the table.
“As a financial planner I’m dedicated to working with my clients every step of the way to achieve their financial goals.”
You have worked hard to earn your money. Let us show you how to protect your assets and those who rely on them.
We specialize in creating comprehensive plans to help you reach your goals with appropriate investment solutions.
Finding the right mortgage can be difficult and time-consuming. We can find you the best solution that fits your needs.
Get started today
Want to learn how MC Financial can make a difference for you? Interested in a free consultation? Fill out the form below and we will reach out!