The needs of most investors, simply put, should be to protect and grow your capital, increase the income from that capital, and minimize your taxes. Our focus is to ensure you achieve what you deem to be important to your long-term well-being.
Discretionary Fee Based Accounts
Mandeville Privately Managed Portfolios are designed for the investor who does not want to be involved in the day-to-day management and decision-making process with regards to their investment portfolios and who prefer to delegate the design and execution to their Portfolio Manager.
Traditional Retail Accounts
We offer both commission and fee based traditional investment accounts. The determination of fee based or commission based depends on client preference and what is in the client’s best interest. Clients however are required to approve all trading in these accounts.
Custom Investment Plans
As your advisor, we will prepare for you a comprehensive, individually tailored Investment Policy Statement (IPS) to establish a clear understanding between our advisors and you on effectively implementing and supervising a strategy for managing your investment assets.
To start a conversation, book a discovery meeting with absolutely no obligation by either completing the below form or calling our Client Service Director; Anka Molon at 613-728-0101.
When interest develops and we are approached by an advice-seeking individual, we never ever conduct business at the first meeting. We simply want what you want - the opportunity without any obligation whatsoever to discover fit, function and facts before deciding on any course of action. We value the opportunity to discuss the benefits of working with us and learn about each other - this is simply a win-win.
Consider joining us for a discovery meeting and a second opinion. A meet and greet with an Advisor should be enjoyable and that is what we guarantee!
Come meet us! We provide paid parking and a great cup of coffee!