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Locality: Leamington, Ontario

Phone: +1 519-324-0144



Address: 24 Seacliff Dr E, Unit 410 N8H 0C2 Leamington, ON, Canada

Website: www.edwardjones.ca/mitchell-shields

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Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 24.02.2021

There has been a lot of attention on the stock market over the past few months, with record numbers of new investors buying stocks for the first time. That’s why this month the focus of my monthly webinar is a dive into stocks with my session titled - Stocks: The Nuts and Bolts. I look forward to this session and hope you all can make it! The webinar will run for around 45 minutes on February 25th at 7PM. Click here to register: https://bit.ly/3ayyhRa... #stocks #investing #markets #retirement #financialplanning #investingtips #retirementplanning #webinar #stockmarket

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 15.02.2021

Weekly Market Update: Canadian stocks posted their best weekly gain since April, with the TSX closing at fresh record highs. Fiscal-stimulus expectations in the U.S. and progress on vaccine distribution continue to underpin the bullish market narrative. Crude oil traded to the highest levels in more than a year, logging an almost 10% gain for the week, and providing a boost to the domestic equity market. On the economic front, the January jobs report disappointed, as the Cana...dian economy shed 213,000 jobs, and the unemployment rate jumped to 9.4%, the highest since August. On a positive note, the outlook for renewed labour-market improvement later this year remains intact, as infection trends have improved and as lockdowns are gradually eased. Consumer spending, and therefore the economic recovery, remain well supported by additional fiscal stimulus, accommodative central-bank policies, and the rollout of vaccines. Read more here: https://www.edwardjones.ca/market-news-//weekly-recap.html #economy #markets #investing #stocks #stockmarket #retirementplanning #retirement #financialplanning #investingtips

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 29.01.2021

If you are planning to retire in the next few years, you may be wondering if your retirement plan should be reviewed or revised. Has nearing retirement in the face of a global pandemic changed your plans? I’m available to help you review your goals, budget and risk tolerance levels so you can feel more confident and secure as you approach your golden years.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 24.01.2021

Thank you to all of those who took the time to come out to my webinar last evening on retirement planning! In the past year of me running these sessions monthly, that was by far the largest group to join me. I will be arranging February's webinar shortly and hope that you all will find time to join me and that you will take value from the session.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 17.01.2021

As a long-term investor, you generally don’t own the stock market. Instead, you own a portfolio that is personalized to your situation. Your objective is not to match the market, but to navigate the twists and turns in the terrain and stay on track toward your destination. I can help you stay on track towards your financial goals. [EDJ2021]

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 09.09.2020

I am excited to invite you all to attend this months webinar where we will cover: 1. Estate considerations 2. How real estate fits into your financial strategy 3. Tips on how to balance debt and investing priorities... Register today and receive the login details here! https://bit.ly/3jIRvqi

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 25.08.2020

Weekly Market Update: Despite the unprecedented, unpredictable and unruly path of the COVID-19 pandemic, weve observed a pattern to the economic recovery to date that we believe can be defined by three distinct stages: Stage 1: A severe recession, Stage 2: A sharp early rebound and Stage 3: A slow recovery back to pre-pandemic levels. Read the rest here.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 14.08.2020

Retirees consider family their greatest source of satisfaction, support, joy and purpose. 63% of retirees are willing to offer financial support to family even if it affects their own financial well-being. Learn more about The Four Pillars of the New Retirement.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 10.08.2020

Im so excited to be able to introduce you to our latest online tool: My Priorities. Our team at Edward Jones knows that you have a lot going on, and sometimes all that stuff can become muddled and difficult to sort through. With My Priorities, you can click through an array of options to help you figure out what really matters most to you. Its super quick, but also a really effective way to help you reassess your goals and identify your needs. Best of all, your results w...ill help me get to know you even better, so we can dig deeper into finding out the why behind why youre prioritizing the way you are. Please feel free to get in touch with me if youre interested in learning more, and Ill send you the link.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 03.08.2020

This month, the article I contributed to the Kingsville Times is on preparing for the New Retirement. I hope you enjoy it and find value! "A generation or so ago, people didnt just retire from work many of them also withdrew from a whole range of social and community activities. But now, its different ..."

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 23.07.2020

Happy Labour Day long- weekend! We wish you a smooth transition as you enter a new school year.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 08.07.2020

Weekly Market Update: Want to know what happened in the markets this past week and whats ahead? Checkout the latest update.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 26.06.2020

The Quarterly Market Outlook provides investors with our perspective on recent activity in the capital markets. Read more here:

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 15.06.2020

Weekly Market Update: The market is wrapping up the summer in a much different position than it was in just a hand full of months ago, reflecting this years evolving (and unusual) conditions. Heres a look at whats changed and what hasnt, and what it may mean for the road ahead.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 01.06.2020

No plans tomorrow night? Why not spend 30 minutes with me to learn about how to manage your investments in a Covid19 world? Thursday the 27th at 7PM I am hosting a complementary webinar in partnership with Franklin Templeton titled Uncharted Waters: Navigating Stock Market Volatility in a Coronavirus world. Click here to register today! - https://bit.ly/31U6ZR5

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 25.05.2020

Weekly Market Update: As the markets reach a new high, and as the economy continues to struggle, whats the bottom line for investors? Here are three points that can inform how we view the recovery. Learn more here.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 21.05.2020

Weekly Market Update: This has been quite a run. Is the market due for a breather? We expect some stumbles We think the markets anticipation of an economic and corporate profit rebound is appropriate, but we expect hiccups along the way that will likely produce episodes of volatility. Read more here.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 12.05.2020

Weekly Market Update: Business activity for the manufacturing sector expanded in Canada, and the domestic economy added 418,500 jobs in July, beating estimates. Following the three-month rebound, Canada has now recouped 55% of jobs lost due to the pandemic. Read the rest here.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 08.05.2020

In partnership with Age Wave, Edward Jones recently released a new study titled The Four Pillars of the New Retirement which is a treasure trove of fascinating information! The timing of the study couldnt have been better either as the Covid-19 pandemic offered a lot of insight that is also covered in this report. One area I found fascinating was that out of those surveyed, 33% said that they will have to retire later than they planned due to Covid-19 (not a surprise) but... 8% said that they now plan to retire earlier. I would love to hear your thoughts! Why do you think so many are now planning to retire early due to the current pandemic? You can read the full report here: https://bit.ly/2F2d8D1

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 23.04.2020

My August contribution to the Kingsville Times went live yesterday. You can read it here: https://kingsvilletimes.ca//know-your-risk-tolerance-at-d/ It continues to be a privilege to be able to contribute to this great resource monthly!

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 10.04.2020

Its time for your weekly financial market update from Edward Jones. Read the report here.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 08.04.2020

Thank you to all of those who made it out tonight for the webinar! It was a great group and I am appreciative of you taking time to learn with me. Also, a big thank you to my wife for snapping the screenshot of me mid sentence for this post.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 29.03.2020

For those of you who have already registered for tonights educational 30 minute webinar you would have just received the reminder that it is starting in an hour (7PM). For those of you who havent had a chance to register yet, there is still time! Click the link below to see more information and to register!

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 11.03.2020

This time Thursday I will be checking the mirror to make sure my hair is standing up just right... getting ready to see you all at 7PM for our complementary Zoom presentation on understanding Price vs. Value when purchasing stocks in a company. This will be a valuable conversation within todays environment which has many new, and seasoned investors alike looking to take advantage of the market swings and buy great opportunities. Join me to learn about some additional consid...erations of understanding whether the price you are paying, lines up with the value of the company. Register now! https://bit.ly/2W7Wd7R and make sure to invite your friends and family!

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 25.02.2020

Its not too late to get back on track with your investments if you feel like youve lost your way. It may be a good idea to consider investing in both stocks and bonds because it can help stabilize your returns even during times of extreme market volatility. Contact me to discuss.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 13.02.2020

Weekly Market Update: Last week Major League Baseball opened its 2020 season, with the New York Yankees and the Washington Nationals playing the first game in Washington, D.C. This opening day for baseball mirrored the challenges of reopening for municipalities across the globe, with delayed start dates, extended safety protocols, and reduced crowd size. Read the rest here.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 28.01.2020

There are a number of different tax strategy options that business owners can consider. I can work with you and your legal and tax team to determine which plan works best for you and your business. Please dont hesitate to reach out if you have any questions.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 22.01.2020

As a business owner you may already know this and be living through it, but the Canadian Fiscal Snapshot confirmed it -- the impact of COVID-19 on business owners is staggering. In May alone, 43% of self-employed workers worked less than half of their usual hours. I can help you create a financial strategy, so you can focus on your business and serving your customers. Check out our Business Owners Guide to Survive and Thrive. Im just a phone call or comment away if you want to chat.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 18.01.2020

Weekly Market Update: As the French proverb, or the Bon Jovi song (your choice on where to give credit), says, "The more things change, the more they stay the same". With 50% of 2020 in the books, our outlook for the second half contains a bit of both. Read the rest here.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 01.01.2020

In this months free webinar, I will be joined by my colleague and partner at Edgepoint Wealth Management Jacob Martignago. We will be discussing the topic of price vs value when purchasing stock in a company. This will be a timely topic with the volatility we are facing currently to help determine if the price we pay today is really what the company we are buying is worth. To register for this session and receive the Zoom details click here: https://bit.ly/2W7Wd7R... 519-324-0144 | [email protected] I look forward to seeing you all there!

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 26.12.2019

Weekly Market Update: The first half of 2020 contained an all-time high for stocks, a global pandemic, a swift and severe recession along with the sharpest bear market drop on record followed by a strong market rally that included the fifth-strongest quarterly gain for the S&P 500 in the post-war era. So with all of that packed into the first half, whats in store for the second half of the year?

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 16.12.2019

Finding the answer to why do I want to invest? becomes the foundation for any good investment strategy. Knowing your purpose and recognizing what it is you want to achieve financially will help us build a comprehensive financial strategy that best meets your goals. Once we understand the why to investing, we can move on to figuring out the how.

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 26.11.2019

I may be at the office getting some work done, but I didnt leave my patriotism at home! Happy Canada Day everyone!

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 22.11.2019

I was really excited to be asked recently to contribute to the new Kingsville Times online paper! When the Kingsville Reporter was closed along with many other small-town papers, some community members stepped up and created a fantastic online alternative. Check out my contributions monthly on personal finance in their lifestyle section. https://www.kingsvilletimes.ca/author/mitchell-a-shields/... #personalfinance #community #lifestyle

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 06.11.2019

If youre concerned about social and ethical issues, why not speak out with your investment portfolio? Through socially responsible investing, your portfolio can reflect your values! I just got off the phone with my business partner Bradley Hord to prep for our informative 20-30 minute webinar we are running at 7 pm today on investing in a socially responsible investment portfolio. Click the link below at 7pm to join the call and gain some insight into the world of socially... responsible investing! https://edwardjones.zoom.us/j/98182739348 #investing #wealthmanagement #retirement #financialplanning #financialadvice

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 04.11.2019

It is so great to see our community come together in these challenging times to support those in need!

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 01.11.2019

I am very excited to share the topic of investing in a way that is socially responsible this Thursday at 7pm! It is going to be a very informative and inspiring night that I hope you can all attend!

Edward Jones-Financial Advisor: Mitchell A. Shields, CFP, CLU 20.10.2019

Im so grateful to my dad and to all the dads out there for all their laughs, jokes and fatherly advice given over the years. Thanks dad, and Happy Fathers Day!