Mandeville Private Client Inc.
Financial ServicesView the employees at
Mandeville Private Client Inc.-
Joseph R.Bata, MBA Senior Investment Advisor at Mandeville Private Client Inc.
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Top 10%
Julie Tessier Financial Security Advisor at Zagari + Simpson-
Pointe-Claire, Quebec, Canada
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Rising Star
Cathy MacDonald Client Liason Specialist at Mandeville Private Client Inc.-
Delhi, Ontario, Canada
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Rising Star
Jeff Harris Investment Advisor at Mandeville Private Client Inc.-
Montreal, Quebec, Canada
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Rising Star
Jennifer Rowell, B.A (Hon), CLU, CFP, RRC Associate Investment Advisor at Mandeville Private Client Inc.-
Top 5%
Overview
At Mandeville, your interests always come first when we suggest solutions or investment approaches. We are dedicated to conducting business with the utmost transparency, professionalism and integrity. We are committed to creating and preserving your wealth. Mandeville Holdings Inc. is the parent company of Mandeville Private Client Inc., Mandeville Insurance Services Inc. and Portland Investment Counsel Inc. The Mandeville group of companies is committed to providing clients with outstanding personal service and high quality products. Mandeville offers a differentiated approach to wealth creation by providing traditional investment products as well as private and alternative investment opportunities. Mandeville Private Client Inc. is a member of the Canadian Investor Protection Fund and a Member of the Investment Industry Regulatory Organization of Canada. Awards: 2018 FundServ Advisor Network/Brokerage of the Year 2017 FundServ Advisor Network/Brokerage of the Year To differentiate yourself and raise your practice to a new standard of excellence please contact info@mandevilleinc.com & Practice Management at 905-331-4255 ext. 7014
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