Mitch Gardner, CFP
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 firstname.lastname@example.org.