Dixon Mitchell Investment Counsel

About Us

Dixon Mitchell’s overriding philosophy reflects our belief that the best service we can provide clients is to watch over their wealth as we would care for our own. This commitment is reflected in our rigorous equity research process, our prudent approach to fixed income management, and the way we blend these disciplines to meet the unique profile of each private and institutional client.

When working with private clients, our aim is to help families and individuals identify risks and opportunities over three broad timeframes:

Today – are you putting enough away now to fund the future you envision? If investment assets are already acting as a source of income, how much can safely be withdrawn each year and how will this distribution stream weather inevitable market setbacks?

Tomorrow – will the portfolio generate sufficient growth to offset inflation and support your investment plan over its expected time horizon? Is liquidity available to meet unforeseen capital needs?

Beyond – is a financial legacy important to you? If so, are your assets structured to efficiently fund your specific estate or philanthropic goals?

Before we recommend and implement the “what” of an investment plan, we want to understand the “why” behind its purpose. The time we spend getting to know our clients and keeping up with changes in their lives allows us to match our work to each unique profile and adjust portfolios as circumstances and objectives evolve.