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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Advisory | Personal Financial Planning |
$150 - $300
Call to Book
|
Investment Strategy Development |
$200 - $500
Call to Book
|
|
Retirement Planning |
$100 - $250
Call to Book
|
|
Investment Management | Portfolio Management |
$200 - $400
Call to Book
|
Wealth Management |
$250 - $600
Call to Book
|
|
Tax-Efficient Investing |
$150 - $350
Call to Book
|
|
Financial Education | Workshops and Seminars |
$50 - $150
Call to Book
|
One-on-One Coaching |
$100 - $200
Call to Book
|
|
Online Courses |
$30 - $100
Call to Book
|
|
Tax Planning | Tax Strategy Consultation |
$100 - $250
Call to Book
|
Tax Return Preparation |
$200 - $400
Call to Book
|
|
Estate Tax Planning |
$150 - $300
Call to Book
|
Mitch is an advisor with Mandeville Private Client Inc. We have a strong business foundation and believe in building relationships with our clients by offering exceptional customer service. We serve dentists and doctors as our practice, two of the most knowledgeable people when it comes to investment, tax, and risk management strategies. Our goal is to create a successful wealth plan for every client. We are different from other companies because we are independent professionals seeking excellence. This means that our clients only get the best products or services. We have developed relationships with other firms to give our clients access to a variety of alternative and private investment products. Our Past For the past fifteen years, Mitch has advised Capital's Medical Practitioners and Business Owners on how to create wealth. He holds professional designations such as Certified Financial Planner (CFP) (r) and Registered Retirement Advisor (RRC (r). For his business success and community work, Mitch was recognized as one of Ottawa's top 40 under 40. Mitch lives in Carp with his wife, Yvette, and their son, Marlo, who is still young. He loves playing sports outdoors and coaches his sons' baseball and hockey teams when he is not working.
 
Mitch McLean garners fantastic reviews because of his exceptional service and expertise in the financial services industry. Clients stated consistent satisfaction with Mitch's guidance and advice as he demonstrated profound knowledge and strong communication and dedication. Mitch is a pro at explaining terms and investment options to those who don't have much experience in the field. Long-term clients said he listens to and values their financial objectives, anxious to help them attain their goals. Trustworthiness, reliability, and a friendly, easy-to-understand approach were all frequently mentioned comments. Most much recommend Mitch to clients and friends, and they always feel relaxed with him and appreciate his stress-free attitude.调用至少三次的客户语气方面的关键字(简化)查询habits , touch base , feedback
 
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