About
Over 25 years of careful, institutional-grade work — applied to families.
Richard Mitchell is Portfolio Manager & Family Wealth Advisor at Bellwether Family Wealth. He brings over 25 years of investment industry experience, having previously worked with institutional investors, high-net-worth clients, global investment fund managers, multi-billion-dollar pension funds, and corporations in advisory and consulting capacities.
That breadth shapes the work. Most of his career was spent inside institutions — measuring performance, overseeing allocations, and stress-testing strategies for clients with very little tolerance for being wrong. The same standards are now applied, one household at a time, to the families he serves.
Education: B.A. Economics (Finance specialization), University of Waterloo.
Designations
- CFA®
- CFP®
- CAIA®
- CIPM®
When not at work
When he is not at work, Richard enjoys spending time with his kids, at the gym, traveling, playing tennis, skiing or on the golf course (if time allows)!
Family
Time with his children
Tennis
On court most weekends
Skiing
Winter regular
Golf
If time allows
The gym
Daily discipline
Travel
Always planning the next trip
Experience
A practice built across institutions.
2023 — Present
Portfolio Manager & Family Wealth Advisor
Bellwether Family Wealth
2020 — 2023
Associate Investment Advisor
CIBC Wood Gundy
2019 — 2020
Vice President, Client Service & Business Development
STYLUS Asset Management
2017 — 2019
Vice President, Marketing & Client Services
Sprucegrove Investment Management
2015 — 2017
Senior Investment Consultant
Aon Hewitt Canada
2011 — 2015
Manager, Performance Measurement & Analytics
OPSEU Pension Trust
2008 — 2011
Manager, Investment Analytics
RBC Investor Services
2004 — 2008
Investment Consultant
Eckler Ltd.
2001 — 2004
Financial Analyst
CIBC Asset Management
Common questions
Direct answers.
- How are you compensated?
- Through a transparent, asset-based fee. There are no commissions on individual products, so my advice and your interests stay aligned.
- What is your investment philosophy?
- Plan first, invest second. Diversification across asset classes, low costs, tax efficiency, and behavioural discipline through market cycles.
- Is there an account minimum?
- Bellwether's family-wealth practice generally serves households with substantial accumulated assets. Every situation is reviewed individually — reach out and we can discuss your circumstances directly.
- Do you work with clients outside Ontario?
- Yes. Most client households are in the Greater Toronto Area, but I'm registered to serve clients across most Canadian provinces.
- Do you coordinate with my accountant or estate lawyer?
- Always. Where situations call for it, I work alongside accountants, estate counsel, and insurance specialists so the full picture stays coherent.