Team Members
Aimee MillerSr. Branch Office Administrator- Catherine WilsonSr. Branch Office Administrator
FINANCIAL ADVISOR
Mitchell Merante
77 Broadway, Unit #1, Orangeville, ON L9W 1K1opens in a new window
Focus Areas
- Estate and legacy strategies
- Retirement income strategies
- Education savings strategies
- Special needs financial considerations
- Wealth protection strategies
- Business owner considerations
About Mitchell
Growing up, we learn that hard work, dedication and integrity, are a requirement for any successful endeavour. These are just some of the values we demonstrate in conversations that we have with the clients we are so privileged to serve in, and around, the Orangeville area.
My passion for investing started at a very young age, even now I remember reading stock quotes in the newspaper for competitions as far back as grade school. That same passion led me to pursue an Honours degree majoring in Business and Financial Economics. All these years later, utilizing that passion for investing and the...
My passion for investing started at a very young age, even now I remember reading stock quotes in the newspaper for competitions as far back as grade school. That same passion led me to pursue an Honours degree majoring in Business and Financial Economics. All these years later, utilizing that passion for investing and the...
Personal Interests
- Hockey
- Fishing
- History and Museums
- Spending Time with Family
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
OrangevilleMore to explore
Start here
Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help.
Take the quiz
Setting your path
We use an established process to help you reach your goals.
Learn More