Will Mitchell
William (Will) Mitchell, MBA, CFA, CFP
Office: EB2057
Phone: 403.440.5670
Email: wmitchell@mtroyal.ca
LinkedIn: http://www.linkedin.com/in/
Degrees & Designations
Master of Business Administration, Dalhousie University, 2006
Bachelor of Arts (Economics), York University, 1990
Chartered Financial Analyst, 2003
Certified Financial Planner, 2009
BIOGRAPHY
Will Mitchell joined the Faculty of Mount Royal University's Bissett School of Business in 2024. He received his Bachelor of Arts (Economics) from York University and his Master of Business Administration from Dalhousie University. He also holds a Chartered Financial Analyst (CFA) designation and a Certified Financial Planner (CFP) designation.
Will has an extensive background in both banking and wealth management. His banking experience includes 12 years at RBC, 6 years at BMO (BMO MBA Class of 2006), 5 years at HSBC and 1 year at UBS. He spent the last 15 years working as a Financial Planner, Investment Counsellor, and Portfolio Manager in the wealth management industry.
From 2006 to 2008, Will taught the Financial Planning courses in the Applied Financial Services program at Mount Royal College.
PROFESSIONAL ACCOMPLISHMENTS
Teaching Experience
Financial Planning
Investment Management
Introduction to Finance
Community and University Service
Member of Calgary CFA Society, 2006 to present.
Member of Toronto CFA Society, 2001 to 2005
Director on FCSI National Council, 2002 to 2005
FCSI - Fellow of the Canadian Securities Institute, 1999 to 2005