Profile
Mr. Paul D.
Mitchell, CFA, is a Partner & Co-Founder at Milestone Investment Counsel, Inc. and a Senior Portfolio Manager at TD Canada Trust Co. He is on the Board of Directors at The Fine Wine Reserve, Inc. He has over 25 years experience in private wealth management, including knowledge of trust law.
He received his undergraduate degree from the University of Western Ontario.
Paul David Mitchell active positions
| Companies | Position | Start |
|---|---|---|
Milestone Investment Counsel, Inc.
Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone uses a passive management investment approach in providing their services. They invest in Canadian and foreign stocks, bonds, ETFs and REITs. Milestone offers exposure to specific asset classes by purchasing individual securities, ETFs or the mutual funds offered by Dimensional Fund Advisors (DFA). | Founder | 1995-12-31 |
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services | Portfolio Manager-Equities | - |
The Fine Wine Reserve, Inc.
The Fine Wine Reserve, Inc. Other TransportationTransportation Provides wine storage services | Director/Board Member | - |
Training of Paul David Mitchell
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services | Finance |
Milestone Investment Counsel, Inc.
Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone uses a passive management investment approach in providing their services. They invest in Canadian and foreign stocks, bonds, ETFs and REITs. Milestone offers exposure to specific asset classes by purchasing individual securities, ETFs or the mutual funds offered by Dimensional Fund Advisors (DFA). | Finance |
University of Western Ontario
University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Fine Wine Reserve, Inc.
The Fine Wine Reserve, Inc. Other TransportationTransportation Provides wine storage services | Transportation |
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