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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-2019
- Office Locations
- 2
Office Locations
About Retiremitten Financial LLC
RetireMitten Financial LLC specializes in U.S.-Canada cross-border financial and tax planning for Canadians living in the U.S. and families with assets or retirement benefits on both sides of the border. The firm provides comprehensive planning via a subscription model, with an option that adds investment management. Portfolios emphasize ETFs and investment-grade corporate bonds, and the practice is primarily supported on Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRYAN D HAGGARD
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5520616
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL CARMEN BRASZA
Advisor
- CRD
- #2709135
BRIAN JEFFREY HAMEL
--
- CRD
- #1433084
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,801,111 | $312,118 |
| Non-Discretionary | $0 | -- |
| Total | $213,801,111 | $312,118 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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