Profil
Mr. Paul D.
Mitchell, CFA, is a Partner & Co-Founder at Milestone Investment Counsel, Inc. and a Senior Portfolio Manager at TD Canada Trust Co. He is on the Board of Directors at The Fine Wine Reserve, Inc. He has over 25 years experience in private wealth management, including knowledge of trust law.
He received his undergraduate degree from the University of Western Ontario.
Postes actifs de Paul David Mitchell
| Sociétés | Poste | Début |
|---|---|---|
Milestone Investment Counsel, Inc.
Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone uses a passive management investment approach in providing their services. They invest in Canadian and foreign stocks, bonds, ETFs and REITs. Milestone offers exposure to specific asset classes by purchasing individual securities, ETFs or the mutual funds offered by Dimensional Fund Advisors (DFA). | Fondateur | 01/01/1996 |
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services | Gestionnaire de Portefeuille-Actions | - |
The Fine Wine Reserve, Inc.
The Fine Wine Reserve, Inc. Other TransportationTransportation Provides wine storage services | Directeur/Membre du Conseil | - |
Formation de Paul David Mitchell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services | Finance |
Milestone Investment Counsel, Inc.
Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone uses a passive management investment approach in providing their services. They invest in Canadian and foreign stocks, bonds, ETFs and REITs. Milestone offers exposure to specific asset classes by purchasing individual securities, ETFs or the mutual funds offered by Dimensional Fund Advisors (DFA). | Finance |
University of Western Ontario
University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Fine Wine Reserve, Inc.
The Fine Wine Reserve, Inc. Other TransportationTransportation Provides wine storage services | Transportation |
















