Dana Mitchell Email & Phone Number

It’s not how much money you have, it’s how you use it. Financial success requires a plan, and Basis Wealth builds strategic financial plans based on your values and real data. At Basis Wealth we understand how important it is for you to feel organized and have peace of mind around your financial independence. HOW DO WE HELP YOU SUCCEED? First, we identify your family philosophy around wealth management. Next, we create a plan that empowers you to accumulate and protect your wealth that resonates with your values and the realities of today’s market.WHY CONNECT WITH MEAs the managing partner of Basis Wealth, I work best with families who are struggling with how to transition their wealth to the next generation, and professionals or business owners who are building their financial portfolios and have specific goals. Some of my clients aspire to a comfortable retirement, a legacy, or a cottage up north (and in many cases, all three.) Basis Wealth takes a unique and effective approach to helping our clients empower their goals: * Smart Plans: Smart plans aren’t just about yield, they’re about respect. We ensure you get both* The Right Process: First we discover what really matters to you and why. Only then do we advise how we can help you achieve it* An Expert Team: The diverse experience of our team ensures no stone is left unturned when it comes to wealth accumulation* Attention to Detail: We pay attention to your needs, your comfort level, and ensure your plan is executed with precision over the long term* Longevity: History matters. We began in 1973 and today we are working with the third generation of our original client base. You can trust us * Employee Benefits: We empower our business owner clients by empowering their employees to be healthy, happy and productiveTo find out how Basis Wealth can empower you to achieve your financial goals, feel free to connect to me on LinkedIn or visit our website at www.basiswealth.com

Listed skills include Wealth Accumulation Planning, Wealth Transfer Planning, Insurance Planning, Employee Benefits Design, and 9 others.

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  Managing Partner, Certified Financial Planner

  Basis Wealth And Basis Benefits

  2005 - Present - Toronto, Canada Area

  As the managing partner of Basis Wealth and Basis Benefits, I lead a team of professionals. At Basis Wealth, we help professional families build financial plans and transition wealth to the next generation in a tax efficient way. At Basis Benefits, we create employee benefits plans for business owners that are in keeping with their corporate philosophy.I am proud of the approach we take in supporting clients because I know it works. Rather than simply giving our clients a list of financial recommendations, we sit down with them to uncover their family wealth philosophy and values. With those values in mind, we identify goals and milestones. Only then do we create a plan that empowers our clients to reach those goals. This approach is unique in the industry and gives our clients a serious edge when it comes to wealth accumulation, legacy building, and retirement planning. Responsibilities include: • Facilitating discovery sessions to identify my clients’ financial philosophies, values and goals• Developing long-term financial plans to empower my clients to accumulate wealth that are aligned with their values• Choosing the right insurance products to protect my clients’ wealth and secure their retirement and legacies• Protecting my clients’ peace of mind around their long-term financial outlook• Being attentive to my clients’ needs and changing market conditions that may impact my clients on an on-going basis