The Prittie Perspective
We provide client communication touch points that provides many valued added features and benefits such as economic and market updates, quarterly newsletters and mature client oriented publications.
You can’t control stock or bond markets but you can control your actions. This is an important lesson for many investors who feel they must do something when market volatility increases and panic sets in. However, its what you did before that counts – not during a temporary setback… like this past August??
You can’t control stock or bond markets but you can control your actions. This is an important lesson for many investors who feel they must do something when market volatility increases and panic sets in. However, its what you did before that counts – not during a temporary setback… like this past August??
Burlington, Ontario — June 05, 2018 – Mandeville Private Client Inc. (“Mandeville”) announced today that it has once again won the Fundserv Award for Advisor Network/Brokerage of the Year at the 4th annual Wealth Professional Awards. Moreover, 10 Mandeville Advisors were finalists for several awards including Advisor of the Year (Michael Prittie), Multi-Service Advisor…
Combining proven and prudent tax planning with sound investment management can make a big difference to your wealth. Here are five lesser-known tax strategies to help you do just that.
Raymond Sawicki, MBA, CFA Senior Vice President and Chief Investment Officer MARKET SUMMARY— Canadian equities continued to struggle in the third quarter with the S&P/TSX Composite delivering a total return of 1.37%, negatively impacted by losses in Energy (-5.7%), Materials (-12.9%) and Consumer Discretionary stocks (-8.0%). Counteracting the negative; Financials,…
Mandeville Private Client Inc., took home the Fundserv award for Advisor Network/Brokerage of the year.
Michael Prittie provides some great insight into the current private equity environment in his article recently published by Wealth Professional magazine.
Not long ago, investors seeking to replicate equity index returns on a low cost basis only had a handful of options including SPDRs (State Street Global Advisors S&P500 depository receipts), a collection of WEB offerings (MSCI World Equity Benchmark Series country index securities), or perhaps even owned Canada’s own TIPs (Toronto 35 Index Participation Units).
When constructing a portfolio, the retail investor needs to take into consideration many different factors and priorities. Time horizon and tax considerations are two key aspects.
Portland Holdings owns plenty of big-ticket items — including resorts, TV stations, a bank and numerous financial services providers. He says he loves the challenges of working in what he calls the world’s most dynamic industry — investing — but loves the generosity that money affords him even more.
An insightful piece written by Raymond Sawicki, Senior Vice President and Chief Investment Officer Mandeville Private Client Inc., for The Private Capital Markets magazine (formerly the Exempt Market Update).
While the affluent population has always invested in privately held firms, interest in private equity as an asset class has surged in recent years prompting a commensurate response from the financial community.