About

About

Mitch Gardner, CFP

Investment Advisor

250-723-4970
250-723-4980
1-800-638-5599

My focus is to work with my clients to achieve their financial goals by providing quality service through integrity.

My services include financial products such as GICs, T-Bills, Bonds, Mutual Funds, ETFs and Stocks using investment vehicles such RRSPs, TFSAs, RESPs and non-registered accounts.

Setting one’s goals and determining comfort levels for investing is a priority.  Communicating with clients is also important.  How and how often is something I discuss.

My clients will benefit from my experience (over 25 years), honesty and friendliness.  I believe I am not the “typical broker” with another “hot tip” but rather a source of solid information.  My business is built by referrals from satisfied clients.

I was born and raised in the Port Alberni Valley, am married with two daughters and a granddaughter. I am a very active member in my community and have been working with the public for 34 years. I have been a Director for the Alberni District Fall Fair and Alberni Valley Gaming Association. I am a Life Member of the Kinsmen Club and I am also a previous volunteer for the Summer and Winter games.

I look forward to working with you as my client to develop the best investment portfolio for you.  What’s on your horizon?  Let’s achieve your financial goals today for a brighter tomorrow. 

Please feel free to drop in or contact me anytime at 250.723.4970, toll free 1.800.638.5599 or email mgardner@pifinancial.com.

Diana Chalresworth

250-723-4970
250-723-4980

 

 

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