Mitul Patel

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Mortgage Agent, CFA, MFin
Mitul believes a mortgage should be about building a relationship, not just about a transaction. He has over 6 years experience in the financial services industry working with CIBC as an Associate Financial Advisor where he took a consultative approach to draw financial plans by tailoring financing solutions to help customers understand their borrowing needs and make a calculative decision. Completing a Master’s in Finance from Queen’s University, clearing all 3 levels of Chartered Financial Analyst (CFA) certification, & Certified Financial Planner (CFP) certification, has helped Mitul make education the cornerstone of his business. He specializes in assisting families with mortgages while making the process seamless, informative and easy to understand.