Mitchell Preuss

My financial journey truly began at the young age of just 11, when I took on the role of the town paperboy in High River, driven by the often harsh and difficult reality that my parents frequently struggled to put food on the table. It was during these challenging years that I discovered a special and deeply meaningful connection with my grandfather, who graciously became my mentor in all things finance, sharing his wisdom and insights during our treasured moments together.

That invaluable bond nurtured my growing interest in financial literacy and instilled in me a strong sense of morality—a deeply held belief that every interaction should be a win-win for all parties involved, ensuring the betterment of everyone’s wellbeing.

When it comes to planning and finances, I firmly embrace the idea that "boring is sexy" as I genuinely believe that effective risk management is the cornerstone of any sound financial strategy, leading to life-long success - no surprises are the best surprises.

With nearly five years of experience in the Financial industry, I have developed a robust background in strategic thinking and financial strategies. This experience includes successfully managing one of the largest financial branches at Sun Life in addition to running a thriving Financial Planning practice in Alberta. This practice focused on supporting local businesses with shareholder agreements, group benefits packages, asset transfer strategies, and any other combination of strategies that were identified. This mixture of experience and dedication to excellence exceeds many clients expectations.

Striving to have the highest credentials possible - this means being a committed Certified Financial Planning student - my mission is clear and unwavering: I am wholeheartedly dedicated to helping others navigate their financial futures with both compassion and integrity, ensuring they feel secure and empowered in their financial decisions.