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MEET OUR FAMILY

COMMITMENT TO VALUE

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.

Contact us today to get started.

James Mitchell, CFP, CLU Photo
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James Mitchell, CFP, CLU

James Mitchell, CFP, CLU

Senior Investment Advisor, Manulife Wealth Inc. 
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.


Email: James.Mitchell@manulifewealth.ca 
Direct: (604) 560-6350

James has over 20 years in the financial services industry and over 15 years of experience holding a Certified Financial Planner Designation. James works closely with his clients using a comprehensive approach to help his clients prioritize and reach their individual goals. James lives in Langley with his wife and 2 children. When he isn’t working with clients you can usually find James volunteering his time coaching minor hockey.

Degrees and Designations

  • Certified Financial Planner (CFP)
  • Chartered Life Underwriter (CLU)

Other Education

  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook (CPH)

Industry Associations

James is a member in good standing of the following professional organizations and adheres to their respective codes of ethics and standards of conduct.

  • Financial Planners Council (FPSC)
  • Insurance Council of BC


Jennifer Mitchell Photo
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Jennifer Mitchell

Jennifer Mitchell

Investment Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.


Email: Jennifer.Mitchell@manulifewealth.ca 
Direct: (604) 560-6351

EDUCATION

  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook (CPH)
  • Wealth Management Essentials (WME)
  • LLQP Insurance Course (LLQP)


Jennifer has an educational background in law and previously worked as a securities paralegal in various national law firms for over 15 years. She has recently completed her education through the Canadian Securities Institute to join James as an investment advisor. When she isn’t in the office, Jennifer enjoys watching her children play hockey and walking the family dachshunds.

 Abbie, Fitch and Ellie Photo
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Abbie, Fitch and Ellie

Abbie, Fitch and Ellie

Office Dogs


Abbie, Fitch and Ellie are integral to the family business. They love to greet clients and enjoy walks, attention and sleeping under the reception desk.