Mitchell Merit Financial Group Inc.

Financial Empowerment, clearly explained...

Who are we

We are a trusted financial planning and investment firm, offering clear, effective solutions and a full range of financial, insurance, and investment services for an exceptional client experience.

What we do

We design personalized, actionable financial and retirement income plans for for individuals, families, and small business owners, offering ongoing support and investment management.

Why choose us

We simplify finances.

Feeling overwhelmed after meeting with your advisor and confused about where you stand?
Don’t worry, we’ve got you covered.

How to get started

Taking the first step is simple—contact us today, and we’ll handle the rest.

Whether you're new to investing or seeking a second opinion, we’re here to discuss your goals and explore your options.

How we work

We love getting to know your story, your passions, and your goals for the future.

We analyze your cash flow, review your policies and investments, and provide a clear, actionable plan for achieving your short and long-term goals—all explained in a way that's easy to understand .

Our comprehensive approach takes into account your unique needs, aspirations, personality, timelines, risk tolerance, and capacity for risk.

What you should know

No matter where you are in life, there are opportunities for you. It’s never too late to create a financial strategy. Let us build you a customized financial roadmap that transforms how you think and feel about your finances and your future.

What you can expect from us

Comprehensive financial plans for individuals, families, and small businesses, covering financial management, asset management, risk management, tax planning, retirement income, estate planning, and business succession.

Personalized investment strategies based on strong financial principles, with a commitment to honesty, integrity, and transparency. Offering unbiased, objective advice, access to top carriers, and continuous support.

David Mitchell, CFP®
Certified Financial Planner

About David Mitchell

Dave began his career as a Financial Advisor with a wealth management firm, managing investments and growing his portfolio. In 2016, he founded Mitchell Merit Financial Group to provide a client-focused approach to personal and corporate financial services.

Before entering financial services, Dave held leadership roles as National Sales Manager and Managing Director for multi-million-dollar international companies. His diverse background offers a deep understanding of global financial dynamics, enhancing his ability to manage personal and business portfolios.

Dave is a Certified Financial Planner®, (CFP) and a seasoned professional with extensive credentials. In addition to completing the Canadian Securities Course (CSC), Wealth Management Essentials (WME), and the Life License Qualification Program (LLQP), he holds a certificate in Advanced Financial Advice from the Canadian Securities Institute, along with several other specialized financial certifications.

Mitchell Merit is proud to offer the following Services

Financial Planning

Personalized, clear financial plans with ongoing support, designed to help you reach your goals and stay on track.
Cash Flow modelling, tax analysis and reporting.
Estate planning tools, retirement solutions, and decumulation strategies.

Investment Management

Tailored investment guidance, featuring portfolio analysis, strategic modeling and active investment management.
RRSP/RIF, LIRA/LIF, TFSA, RESP, RDSP, Non-Registered.
Investment/RRSP loans.

Insurance

Risk analysis.
Term life, Whole Life, Universal Life.
Critical Illness and Disability Insurance.
Mortgage Insurance.
Corporate Insurance – Key Person, Buy/Sell.
Long term Care Insurance.

Complementary Services

Financial Literacy and budgeting tools.
Free, no-obligation consultation about your finances.

Why working with us is a wise decision

As an independent firm, we prioritize your unique needs with unbiased, tailored solutions. By leveraging multiple carriers, we deliver fully customized plans, offering flexibility with asset-based or fee-based billing options.

What our clients say about us

I’d just like to say thank you for the outstanding job you have been doing with our investments. Gail and I are extremely happy with the above market gains made during times of growth as well as the mitigation of large losses that many have recently experienced. In these tumultuous times, we were pleasantly surprised to find out how well our accounts are doing. The advice you gave and the funds into which our savings were placed have more then met our expectations, allowing us the peace of mind knowing that we will be financially stable in our retirement.

Thank you once again,
R&G B

When I first started working with Mitchell Merit Financial Group 3 years ago, I was in a rough state financially. Fast forward to now, and through the guidance of Dave, I am back on track to meeting my financial goals and now have control of my financial future!

Thank you Mitchell Merit Financial Group!
RK

I have known David both professionally and personally for more than 30 years. David is highly ethical, responsible and has strong family values.

About 4 years ago, David became my Financial Advisor. David took the time to listen to my personal goals and challenges and built a plan that I have been very pleased with. David has always delivered on his commitments and regularly follows up and always follows through.

Without hesitation I would recommend partnering with Mitchell Merit Financial Group.

I like the Mitchell Merit Financial Group’s straightforward approach: they assess my needs, are very responsive, and are client-focused. Mitchell Merit Financial Group is my first phone call when planning my financial future, their network provides me with a one stop shopping center for my personal and business needs, they've advised me on investments, retirement, my company and my estate. I'm very pleased with the level of detail and dedication they provide me in addressing my current financial needs while securing my financial future. I honestly could not imagine going anywhere else.

Mitch is a professional, knowledgeable, integral financial investment advisor, whom we have worked with from the company’s beginning. We couldn’t be happier having Mitch in our corner when it comes to handling our financial investments. He’s an honest & diligent individual who has your best interests at heart & we wouldn’t hesitate to recommend Mitchell Merit Financial Group to help you achieve your financial goals.

A&S L

I have worked with David for approximately 7 years. David has always been a consummate professional. He has been very open and honest and forthright with information about his products and services. He is very knowledgeable about the financial services he promotes and will always share with his clients their options and the impacts of those options. He has helped me many times through tough situations and remains as an essential resource for me in my financial planning. David is definitely the best resource I have worked with in his industry. I would highly recommend David as a financial planning resource for anyone considering working with him. You can feel confident that he will take an open and honest approach with you.

I am disabled. I had to stop working many years earlier than planned. Obviously, financial planning became a huge concern for me. Meeting David Mitchell at Mitchell Merit Financial Group was a blessing! Being a good financial advisor requires a huge amount of information……….global and domestic economics, financial trends, interest rates and risk tolerance. Way more time consuming than I can contribute. David has been working diligently on my behalf for close to 6 years now. He has always explained things clearly and advised me of my options.

David is the smart and reliable partner I had been searching for!!

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