Carol R. Mitchell has had a successful career providing high quality investment advice to Wealthy Individuals and Institutional Investors such as Mutual Funds, Pension Funds and Insurance companies for almost three decades. Ms. Mitchell is currently the CEO and Portfolio Manager of iMaGiNe Wealth Management, a small hedge fund company and has been an independent for the past ten years. Prior to that Carol was a Senior Institutional Sales Representative and Director for 18 years with Merrill Lynch Canada and its predecessor company Midland Walwyn Inc. During Carol’s first half dozen years in the Investment Business, she built an extensive retail brokerage book of business at Wood Gundy Inc. Ms. Mitchell earned an Honours Physical Education undergraduate degree from York University in 1979. She received an MBA from McMaster University co-op program – her work terms at Wood Gundy Inc.- majoring in International Finance in 1982, and was awarded a Japanese scholarship to live and study in Japan for six months thereafter. Ms. Mitchell is married and has three amazing children.
Filip joined iMaGiNe Wealth Management in September 2021 as an Associate. Prior to joining iMaGiNe Wealth, Filip completed two internships as part of the Finance and Client Management group at IBM, and in the Financial Planning and Analysis division at Metrolinx. Filip holds a Bachelor of Commerce in Finance (With Distinction) from Ryerson University. During his time at the Ted Rogers School of Business, he served on the Investment Committee of the Student Managed Investment Fund.