A Differentiated Approach
We provide you with ACCESS to such opportunities that are usually reserved for the affluent and institutional investors.
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Customized Solutions
We are committed to delivering the highest standard of excellence in personalized customer service.
Personalized Attention

It’s your money and you want to ensure it is working for you in a manner that best suits you.

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Lighthouse

Our Vision

Mandeville's vision is to be a top tier wealth creation organization widely know for its democratization of investment opportunities, professional and disciplined investment approach, its ethics, and superior treatment of clients, Advisors, employees and other stakeholders.

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Our Mission

Mandeville’s mission is to preserve and build clients' wealth by providing wealth creation services and solutions to individuals, institutions, foundations, and not-for-profit organizations in a manner that is consistent with the world’s largest and most successful institutional and high net worth investors.

Safety and Security
Mandeville Clients' Safety and Security Is Always Top of Mind
Mandeville operates under a highly regulated framework and is registered in all the provinces across Canada.
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Mandeville Private Client Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC).

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Check the background, qualifications and disciplinary information on advisors at IIROC-regulated firms by generating an IIROC AdvisorReport.

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  • Mandeville Private Client has partnered with Fidelity Clearing Canada ULC (“FCC”) to provide clients with their global expertise in record keeping, trade execution and custody services. Records and assets are secure under the care and control of one of Canada’s top financial organizations.
  • Clients of Mandeville can count on Fidelity’s strength and stability to safeguard their investments.Website
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Mandeville is also a member of CIPF (Canadian Investor Protection Fund) which affords clients with the protection designed to offset losses should a member company become insolvent. A brochure describing the nature and limits of coverage is available upon request.

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Our Values
  • Integrity  
  • Clients' Interests Above All  
  • Excellence in Execution  
  • Teamwork  
  • Community  
We act with integrity above all else through honest and complete communication; effective listening; and accountability. Our reputation is an asset that is irreplaceable and must be safe guarded.
Our clients' interests come first, and each client is unique and exceptional. We know that in the long run we will be rewarded by doing what is right for our clients.
We are committed to excellence in execution and service delivery. We strive to be “best in class, first time right, on time, every time.” We will achieve client satisfaction through our product design, our client service standards and by our actions.
We value teamwork and hardwork in order to accomplish our goals. Everyone has a role to play in contributing to success. No one person has a monopoly on intelligence or creativity and everyone is valued and respected.
We are a corporate citizen that is part of a larger community. We strive to “do well and do good” by sharing our success and giving back to society.