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Referral Relationship and Compensation Disclosure
Mitchell Potts has a written referral arrangement with Axcess Capital Advisors Inc. No referral fee is paid for viewing this page, selecting “Meet Mitchell,” or subscribing to or reading The Merrick Spitters Reset Report™. If you later choose to engage Adrian C. Spitters or Peter J. Merrick for professional services and the introduction results in an eligible Axcess referral, Mitchell Potts may receive referral compensation in his personal capacity.
View the complete Referral Relationship and Compensation Disclosure.
Mitchell Potts is the owner of MP Media Design and Marketing, a Kamloops-based firm that sets operating companies up on a private, white-labeled business platform and provides brand, website and visual work when the system needs it. Adrian C. Spitters may introduce Mitchell when a family business, professional practice or other operating company needs one branded system for leads, clients, booking and follow-up — or a site and identity that match that system.
Mitchell is part of the PFC Wealth Solutions™ Professional Network. He is not a PFC advisor, employee or Axcess Capital Advisors Inc. representative. He does not provide financial planning, insurance, securities or real estate services. Design, website and platform work are provided independently through MP Media Design and Marketing under a separate engagement.
How Mitchell Contributes to the PFC Relationship
A wealth conversation and an operating system are not the same piece of work. When a client’s company is still running leads, booking, follow-up and marketing out of inboxes and disconnected tools, the business side of the family balance sheet is harder to see and harder to hand on.
Mitchell’s work is the operating layer: contacts and pipeline, booking and calendars, lead capture, email and SMS follow-up, and the automations that keep the next step from depending on memory. The platform is white-labeled to the client’s company. Brand, website and business email are available when that system needs them. They support the platform. They are not a substitute for advisory work.
Where the question is capital, insurance, investment structure, succession or family wealth, Adrian coordinates that conversation through PFC. Mitchell remains responsible only for the systems and design work described here. The appropriate PFC or independent professional remains responsible for every other area.
The objective is not to turn a website or a CRM into a financial plan. It is to give the operating company a system that can run under its own name, so the wealth conversation and the business conversation stay in the right hands.
What Mitchell Brings to the Relationship
Twenty-seven years building the parts a company actually runs on: websites, DNS, email, hosting, CRM, design, and multimedia.
A Kamloops-based, Canada-wide practice focused on operators, not on building other agencies.
A white-labeled business platform for contacts, pipeline, booking, lead capture and follow-up.
In-house design for brand, website and visual assets when the system needs them.
A separate commercial pathway when Adrian determines an introduction may be appropriate.
A source-attributed route into the educational work of The Merrick Spitters Reset Report™.
An Education-First Approach
The Merrick Spitters Reset Report™ examines how property, leverage, liquidity, concentration and changing market structures can affect family wealth. Mitchell’s technological perspective may be incorporated only where the underlying source, date, geographic scope and permission are clear.
Readers who subscribe through Mitchell receive the complimentary digital edition of It Starts With Gold™, Mitchell’s approved 10-email welcome series and ongoing Weekly Editorial research directly from The Merrick Spitters Reset Report™.
Begin with the research. Mitchell's dedicated opt-in page provides immediate access to It Starts With Gold™ and enrolment in The Merrick Spitters Reset Report™ welcome series and Weekly Editorial.
Performance Financial Consultants Ltd., operating as PFC Wealth Solutions™, provides financial planning and insurance advice through appropriately licensed individuals. This profile introduces Mitchell Potts in his current public role. It does not offer securities advice.
© 2026 Performance Financial Consultants Ltd. All rights reserved.
Adrian C. Spitters is a licensed insurance agent and President of Performance Financial Consultants Ltd., the licensed insurance agency through which his insurance business is conducted. PFC Wealth Solutions™ is a trade name of Performance Financial Consultants Ltd.
Information on this website is general and does not constitute financial, investment, insurance, legal or tax advice, or an offer or solicitation.
Insurance Processing
Insurance business is submitted and processed through MAX Financial Ltd. and applicable insurers.
Securities Advice
Adrian C. Spitters provides securities advice in his separate capacity as a Dealing Representative of Axcess Capital Advisors Inc. Any discretionary portfolio-management services are provided by independent portfolio managers under separate agreements.
Relationship Disclosure Information
Precious Metals Referrals
Direct precious-metals introductions may be made to New World Precious Metals under a separately disclosed referral arrangement.
Corporate Policies
Relationship Disclosures
• Axcess Capital Advisors Relationship Disclosure
© 2026 Performance Financial Consultants Ltd. All rights reserved.