"Whether you are just starting your investment planning or have an extensive portfolio, I can provide a high level of knowledge and sound advice. Together we'll determine the appropriate mix of investments to achieve maximum growth, and strategies to minimize your tax, preserve your estate, and protect your assets."

Mark Mitchell is an experienced investment professional with over 20 years of providing sound financial and investment strategies and solutions to a wide range of clientele, including those with high net worth and complex financial situations. He has extensive expertise in investments of all types, retirement planning, tax issues, and insurance** solutions.

Mark provides comprehensive and customized investment solutions designed to address the individual needs, goals, and financial situation of each client. Mark will take the time to thoroughly understand your unique financial profile and will then prepare a customized investment plan that sets you on the course to achieve both your short- and long-term goals.

As an Investment Advisor, Mark can provide a combination of personalized advice and access to a full suite of investment products through Aviso Wealth, including mutual fundsᶲ, stocksᶲ, bondsᶲ, exchange-traded fundsᶲ  (ETFs) and more.   

"Mark has been my financial advisor for about 10 years. During this time, I have trusted him for financial and investment advice. I have a very limited knowledge of the investment market and have relied on Mark’s expertise. My trust has been well founded. Under his leadership, my portfolio has increased in value, and has exceeded my expectations."

-Lynn, West Vancouver

"In our many meetings with Mark we have come to know him as a man of integrity and honesty with a desire to serve his clients to the best of his ability. He is such an asset to the BlueShore Financial community."

-Linda and Gary, North Vancouver

"One of the best financial decisions as we began to plan for our long-term future was to connect with Mark. I could not be happier to have him as custodian of our investment portfolio at BlueShore. His knowledge and understanding of the industry opportunities and pitfalls are first class. I trust him implicitly."

-Paul, North Vancouver

"We could tell right away that [Mark] had our best interests at heart and that we weren’t simply a number to him. He made us feel comfortable right from the start and his knowledge and kindness were exactly what we wanted and needed. Throughout the years, we have realized just how true these first impressions were. He took the time to get to know us and set up a plan that fits our lifestyle and gave us some security for the future."

-Joan and Gary, Penticton

"Very impressed with [Mark's] product knowledge and entrusted personality. He is an excellent financial advisor for my portfolio advancement, with his hard work and dedication. I am glad to be with his team."

-Les and Jane, Kelowna

"As a result of our relationship with Mark, and especially as a result of us always following his advice, we are now more financially secure than we ever imagined we might be."

-Jane and Dana, Parksville

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Mark Mitchell
Investment Advisor

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