Skip to main content

Ian Mitchell

Private Banker

  • PFP®
  • BComm

Committed to understanding your needs and helping you achieve your vision of success

     With over 23 years of experience in the financial services industry and having completed my Personal Financial Planner designation, I can provide complex banking and credit recommendations based on your financial goals.  I am also studying to complete the Certified Financial Planner designation. The way I work with my clients is to help you clearly state what is important to you and then build a banking strategy to help support your vision. 

     As your TD Wealth Private Banker, I am committed to proactively reviewing your banking with TD and providing you with sound financial advice and customer service. I pride myself on delivering ongoing personalized attention to your daily banking needs, and making recommendations suited to your personal goals. Our team works closely with our High Net-Worth Families and clients to help identify financial goals and then draws on the expertise of TD specialists to create and implement an integrated wealth management solution. This includes estate, trust and tax services, business succession planning, retirement strategies and investment management. To bring specialized thinking to unique situations, we can coordinate the work of TD professionals in business banking and philanthropic giving.

     My goal is to make sure TD is constantly providing you with our best services and solutions, to simplify your financial life, and allow you more time to focus on the other things that matter the most. 

     On a personal note, my wife and I just adopted a beautiful newborn baby this year. Together we love spending time outdoors, pursuing adventure activities like kayaking, hiking, and even zip lining. I’ve recently become passionate about cross country mountain biking and I’m looking forward to introducing my daughter to the trails in and around Calgary. And as an animal lover, I can't resist stopping to say hi to any dog I see.

  

ADDITIONAL CONTACT

Branch Office: (403) 503-4800

EDUCATION

PFP Designation , Bachelor of Commerce

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Markets soar on vaccine hope and a new U.S. president. But will the rally last?

Equity markets have surged as investors react to Pfizer announcing its COVID-19 vaccine may have a 90% effective rate and to a new president being elected to the White House. Anthony Okolie speaks with Michael Craig, Head of Asset Allocation at TD Asset Management.

Your finances in the New Normal

It seems our pandemic lifestyle will be here for longer than we originally thought and we better get used to it. Here's how a well-rounded financial plan can alleviate at least some of the stresses we may face.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?