Who we are
Our family team combines over 40 years of experience with a fresh perspective from a new generation of financial planners.
Timothy C. Mitchell
BBA, CLU, CHFC • tim@mitchellfinancial.ca
Tim was born and raised in North Toronto and later attended the University of Western Ontario Ivy School of Business, graduating in 1970. He entered the life insurance business in March 1971 and soon after set up his own company, Mitchell Financial. Tim is a general practitioner with a clientele of shareholder owners & professionals. He manages the shareholder insurance and benefits for many corporate clients as well as the personal financial planning for his professional clients.
Tim has always taken an active interest in the industry. He was President of the Toronto Insurance Association in 1984 and subsequently served for 6 years on the National Board of Directors at a point when the industry was changing rapidly and the Association was adapting to its new name and Advocacy mandate. Tim is also a member of the Conference for Advanced Life Underwriting and the Estate Planning Council of Toronto.
Tim is married to Jeanelle and has 2 adult children, Julie and Dan, who are now finished University and enjoying the working world. He is active in his sports, playing squash several times per week, golfing in the summer and skiing in the winter.
Julie Mitchell-McEwen
CFP, CHS, BComm • julie@mitchellfinancial.ca
Julie attended Dalhousie University's Commerce Program, graduating in 2001. She has enjoyed her work in the insurance business for over 10 years. In 2002, Julie went to work with The Covenant Group, a successful publishing and coaching organization that works with Financial Advisors to prosper in their business. In 2004, she joined Canada Life Assurance Co. as a Regional Marketing Consultant, specializing in Living Benefits. In December of 2008, Julie joined her father at Mitchell Financial and specializes in working with young professionals and young families to establish financial security plans.
Julie is a Certified Financial Planning Professional and is pursuing her Chartered Life Underwriter designation. In her free time she enjoys keeping active and spending time with her husband Fraser and daughters, Sienna and Sydney.