William Mitchell, CIM®
Wealth Advisor & Portfolio Manager
Montreal, Qc
William Mitchell, CIM
Montreal, QC
Education
Credentials
Registrations
About
With 36 years of experience in trading and portfolio management, Bill focuses on managing risk, protecting capital, and capitalizing on market dislocations. He works with high-net-worth individuals, families, and business owners to build portfolios grounded in discipline, experience, and long-term resilience. He co-manages the Palos-Mitchell Alpha Fund.
Bill believes trust and transparency are essential to successful client relationships. His approach is direct and grounded in experience, with a focus on delivering consistent results and ensuring clients feel informed and confident in their decisions.
Bill holds a Bachelor of Commerce from Concordia University and the Chartered Investment Manager (CIM®) designation. Outside of his practice, he enjoys golf, travel, and cooking, and he is a proud supporter of the NOVA West Island charity golf tournament.
Team
Ryan Mitchell
Business Development Coordinator
Ryan brings 5 years of experience in client services and networking. He leverages an extensive industry network to engage family offices and institutional clients.
Ryan holds a degree from Concordia University and is in the process of completing his CSC designation. He is active in the golf community, having served as Royal Montreal Intermediate Captain and contributing to junior golf programs.
Ryan is motivated by representing a product with genuine client-focused goals and bringing clarity to a complex sector of finance.