Mitch

Mitch: Email & Phone Number

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Wealth Planning Associate at August Group|Toronto, Ontario, Canada

Position:

Wealth Planning Associate at August Group

Location:

Toronto, Ontario, Canada

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Last updated: 2026-06-10
Updated: 2026-06-10

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Work Experience 8 years

Wealth Planning Associate at August Group

Apr 2026 - Current

Client Services Specialist at The August Group

Mar 2024 - Apr 2026

Investment Representative (Options) at Wealthsimple

Dec 2022 - Mar 2024

Associate, Client Experience at Wealthsimple

Jul 2021 - Dec 2022

Tree Planter at Heritage Reforestation Inc

May 2020 - Jul 2020

Sailing Director & Section Director at Camp Tawingo

Jun 2019 - Aug 2019

Associate at Westcourt Capital

Apr 2018 - Jun 2019

Their professional focus is Alternative Investments, Bloomberg Terminal, and Client Onboarding across 3 core areas.

Mitch holds Level 1 - CFA Program, Portfolio Management Techniques (PMT®), and Derivatives Fundamentals and Options Licensing (DFOL) certifications.

Education

Bachelor of Commerce - BCom at Smith School of Business at Queen's University

Bachelor of Commerce - BCom at Norwegian School of Economics (NHH)

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