Mitch Orr - The Orr Financial Management Group - ScotiaMcLeod

About Mitch Orr

Mitch Orr - The Orr Financial Management Group - ScotiaMcLeod is an investment services firm located on Queens Avenue in the downtown area of London. The business provides comprehensive wealth management solutions to professionals and families, with a specific focus on serving the staff and faculty of local universities. The firm offers a team-based approach to managing the financial lives, families, and businesses of its clients. Specific services include wealth management, personalized insurance solutions to protect against financial loss, and estate and trust consulting. The team provides guidance on a variety of matters, including legacy planning, wealth distribution, guardianship, and incapacity planning. They also offer resources such as market reports, morning comments, and global outlook highlights. The group has been dedicated to building long-term, multi-generational client relationships since 1993. The team is led by Senior Wealth Advisor and Portfolio Manager Mitch Orr, who joined the firm after teaching at the Richard Ivey School of Business. The staff includes Investment Associates Tyler Orr and Sarah Jajal, Senior Associate Leila Walmsley, Senior Insurance Consultant James Hoey, and Estate and Trust Consultant Alicia Mossington. The firm emphasizes a personalized approach to guidance, utilizing the diverse professional backgrounds of its team members to support clients with complex assets or personal circumstances.