Rob Mitchell, Cfa, Mba Email & Phone Number

With over 28 years in the financial services industry, I graduated from the University of Calgary with a Bachelor of Commerce degree in Finance and earned a Master in Business Administration from the Ivey School of Business at the University of Western Ontario. I am also a Chartered Financial Analyst (CFA) charterholder and a past President of the CFA Society Vancouver. Prior to co-founding Dixon Mitchell Investment Counsel in June 2000, I served as Vice President and Chief Investment Officer at a national life insurance firm, where I led a diverse investment team and directed the company’s portfolio of equities, bonds, mortgages and directly-held real estate. This role allowed me to develop extensive experience in portfolio management, risk management and investment policy development. Today I am Executive Chair at Dixon Mitchell, having grown the company as President for the last two decades. I am also Chair of the Board of Directors and Chair of the Investment Committee where I oversee investment strategies for clients. As an ongoing ambassador for Dixon Mitchell, I assist individuals, families, charitable organizations and institutional clients in identifying their investment objectives and formulating comprehensive plans for achieving their financial goals.

Listed skills include Investment Management, Investments, Asset Management, Portfolio Management, and 11 others.