Our purpose is straightforward: to protect and grow client wealth as needs, goals, and circumstances evolve. Dixon Mitchell was founded in 2000 by a small group of portfolio managers with a desire to do things differently. Our goals were to provide clients with a focused investment management approach, to align our interests with theirs, and to keep costs down.
In other words, we established the firm to be a true steward of client wealth. Today, Dixon Mitchell is an independent, employee-owned investment counsellor looking after significant assets for a wide array of institutional and private clients. Over the course of two decades, our team has built and refined an investment process aimed at protecting capital and generating stable returns.
In other words, we established the firm to be a true steward of client wealth. Today, Dixon Mitchell is an independent, employee-owned investment counsellor looking after significant assets for a wide array of institutional and private clients. Over the course of two decades, our team has built and refined an investment process aimed at protecting capital and generating stable returns.
Services
Dixon Mitchell's history and identity are shaped by our commitment to our investment philosophy and the partnership approach we take with clients. By our registration, we carry a fiduciary duty to all clients under common law. Stewardship is more than a legal obligation to Dixon Mitchell, though - it's the cornerstone upon which our firm was built and the spirit that guides all that we do.
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 If investment assets are already acting as a source of income, how much can safely be withdrawn each year and how will this distribution stream weather inevitable market setbacks?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?
The Employee Recommended Workplace Award recognizes excellence in achieving a healthy, engaged and productive workforce. It is based entirely on feedback from employees, which makes this award so meaningful.
As a company that prides itself on providing excellent service to our clients, it's important for our employees to have a good working environment in order to do what they do best and we are honoured to join the list of organizations that have taken the steps to ensure their workplace is a healthy place to work.
As a company that prides itself on providing excellent service to our clients, it's important for our employees to have a good working environment in order to do what they do best and we are honoured to join the list of organizations that have taken the steps to ensure their workplace is a healthy place to work.
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