Why Become a Mandeville Advisor?
It’s Time to Change the Conversation...
At Mandeville, our investment approach is based on the concept that since the needs of the high net worth and institutional investor are the same as the wealth-seeking investor, the portfolio profiles should be similar.
The world’s most successful institutions and high net worth investors have traditionally created their wealth using an asset mix combining traditional and private and alternative investments.
As a successful seasoned Advisor, how well does the offering from your current dealer allow you to answer the following questions?
Do your clients’ portfolios look like CPP’s?
CPP maximizes their clients’ illiquid assets. Do you?
Could the price of liquidity be jeopardizing your clients’ financial security?
At Mandeville we equip our Advisors with the tools needed to
differentiate themselves from the rest of the marketplace and to truly address
clients' needs.
In the first of a special three-part series, WP sits down with renowned advisor, investor and CEO of financial planning firm Mandeville Private Client Inc, Michael Lee-Chin. To listen to the podcast visit:
PART 1 – Michael Lee-Chin on how advisors can embrace the future
PART 2 – Michael Lee-Chin on what advisors should look for in a brokerage in 2019
PART 3 – Michael Lee-Chin on private investment myths and conditions for wealth creation
Our entrepreneurial culture and innovative nature means that we work for the advisor. This runs the full gamut from compliance, technology, operations and advisor services. We work for you.
We are excited to join Mandeville where they have
built an investment firm that focuses solely on the needs of the client.
We are able to offer clients the highest quality services and investment
products, such as lower cost separately managed accounts, and ACCESS to
high quality private income and equity solutions..
VIDEO: Sean Moir, Portfolio Manager, Mandeville Private Client Inc.
Valuing Our Advisors
We know who turns the lights on at Mandeville
At Mandeville, we are a client-centric organization. Therefore, by de facto, we are also
an advisor-centric organization.
We have inverted the standard dealer approach to priorities when doing business. Our clients are always placed first, followed by our Advisors and with management at the bottom. We have real "Can do" Culture
Being on the same team means we want to speak with our Advisors, understand their needs and respond quickly and decisively. Everyone is aligned to aid in your success. Employee and Advisor owned means that we share the same entrepreneurial, enterprising and integrity based culture. Mandeville Advisors have direct ACCESS to knowledgeable people who make decisions and want to understand your needs.
Our Offering:
- Credibility and trust
- Hands-on knowledge, experience and successful track-record as "Owners, Operators and Insightful Investors"
- Commitment to Advisor prosperity through a unique shareholder plan
- A differentiated and proven institutional approach to wealth creation
- Breadth of public and alternative products
- Ease of business
- A dynamic, entrepreneurial and Advisor-centric culture
Technology Solutions
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DATAPHILE
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PUREFACTS
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FIDELITY
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SUBSERVEO
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SMARSH
Broadridge’s Dataphile platform is a state of the art, comprehensive, real-time, on-line wealth management software for Canadian investment dealers and mutual fund dealers. Dataphile provides trading, security management, custody, analysis, compliance and reporting functionality to a wide array of integrated and independent wealth management firms. It is used by Mandeville Private Client Inc through Fidelity Clearing Corporation ULC for our investment dealer.
Mandeville’s "Wealthaccess" statement rendering and various fee calculations are facilitated through PureFacts. The PureFacts Wealth Management Suite is the comprehensive solution for the wealth management business. Built specifically for the industry, it provides wealth management professionals with a framework for improving performance, enhancing client service, and managing growth. PureFacts is one of Canada’s fastest growing integrated Wealth Management software companies.
Fidelity Clearing Corporation provides custody, clearing, and reporting and settlement services for Mandeville Private Client Inc. using Broadridge Dataphile solution. Fidelity Investments has had a presence in Canada for more than 20 years and has been providing back office solutions to dealerships in the US for more than 30 years where it has:
- $3.5 trillion in assets under administration
- More than 71 million customer accounts
- More than 5,000 financial intermediaries served
- And nearly 440,000 daily average commissionable trades in q4 2010.
Mandeville monitors and stores electronic messages using the Smarsh email archiving and compliance solutions. This service will capture emails (and attachments) that enter or leave our organization, as well as internal messages, and preserve them all in evidentiary-quality form in a central repository. Within the Web-based Smarsh Management Console, administrators leverage best-in-class search, supervision and on-demand export functionality.
Join Us as a Financial Advisor
Please contact Frank Laferriere, Director, Senior Vice President and Chief Operating Officer,
Mandeville Private Client Inc.:
AdvisorOpportunity@Mandevillepc.com
905-319-4900