​​           We service all of Southwestern Ontario , north to Barrie, the GTA, and as far east as Ottawa

                                  ​​Kitchener/Waterloo                                                                          Toll Free                          

                                               519-804-2777                                                                                833-238-2777                                                                                                                              

Mission Statement

​Why working with an Independent Insurance / Investment broker is a wise decision...

David Mitchell, CFP

Financial Planner

​​​​​​​​​​​​​​​​​​​​​​​MITCHELL MERIT FINANCIAL GROUP INC.

Mitchell Merit is proud to offer the following Services

                   1-833-238-2777

Our Mission is to consistently provide our clients with the best financial products, proven and prudent financial solutions, and the highest level of personalized service in the industry

• We are independent and free from corporate influence, bias or sales quotas
  

• We are solely focused on your unique needs, recommending solutions that fit your circumstances

• We are capable bundling from multiple carriers offering you a truly customized plan

Dave started his career as a Financial Advisor working for a Wealth Management company in the Kitchener area, managing internal investments while growing his Advisor portfolio. Seeing a need for a truly client centric approach to personal and corporate financial services, he founded the Mitchell Merit Financial Group in 2016 based on that need.

Prior to joining the Financial Services sector Dave enjoyed a successful career in Industry working in diverse fields such as Endoscopic Surgical systems, Industrial Steel construction and Robotics Manufacturing serving as National Sales Manager to Managing Director for several multi-million dollar International manufacturing companies. He understands the complex dynamics of the  global financial industry allowing us to expertly manage your personal or business portfolio.

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In addition to being a CFP, Dave is also a graduate of the CSC, (Canadian Securities Course), WME, CPH, as well as numerous other industry related courses and holds Certification in Advanced Financial Advice from the Canadian Securities Institute.

​                              Investments

• Personalized financial planning tools and Investment strategies
  

• Estate planning tools and solutions

• RRSP, TFSA, RIF, LIF, RESP, Non-Registered
  

• Investment/ RRSP Loans
  

                               Insurance

• Life Insurance-Whole Life, Universal Life, Term Life

• Corporate Insurance- Key Person, Buy-sell
  

• Critical Illness and Disability Insurance

• Health and Dental Insurance
  

• Mortgage Insurance

• Accident & Sickness Insurance
  

• Long term Care Insurance

• Group Benefits

                              Services

• Financial Literacy and budgeting