Mick Mitrovic

We've dedicated our careers to serving the professional, entrepreneurial and high-net-worth community. Our main focus is to assist our clients in creating and preserving their wealth. We firmly believe that our clients' interests are best served by taking a fully-diversified portfolio approach to investing.

We believe that education is paramount to providing sound investment advice in creating and preserving wealth. Our investment planning philosophy is one of holistic measures, incorporating positive routines, positive habits and consistent investment behaviour. We have recently expanded our offerings to incorporate wealth management practices for professional athletes, with regards to portfolio management, trust services, estate planning and tax planning.

We invite you to explore this site and look forward to hearing from you.