The Mandeville Difference

We believe in providing Canadians with the principles of wealth creation and the ACCESS to tools and products that are truly aligned with the principles of wealth creation.
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Wealth Preservation and Creation

At Mandeville, we are committed to the preservation of wealth for our clients. We understand that significant wealth is traditionally lost by future generations. Our Advisors are devoted to working with families to ensure successful intergenerational wealth preservation via due diligence and principled investing.

The Wealthy Invest Differently. At Mandeville we understand this and have made it our mission to provide ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.

Our Strength and Global Reach

As a client of the Mandeville group of companies, you will have ACCESS to the benefits of our family office resources (via Portland Holdings Inc.’s conglomeration), which means you will have the unique opportunity to invest in the high quality offerings alongside some of the world’s most successful institutions and affluent investors.

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Our Vision

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

Making Clients Wealthy is Our Mission

We believe that to be successful in any endeavor requires a three-step process:

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Our Investor Role Models

Making Clients Wealthy is the Mandeville mission and as such, we have identified the world’s most successful wealth creators as our investor role models. The world’s most wealthy investors like Warren Buffett and the large pension funds have successfully created wealth for generations.

What is their Recipe?

Our role models create lasting wealth by investing in a mix of both public and private investments, applying a sound investment framework and controlling their emotions.


The Mandeville Difference

At Mandeville, our goal is to democratize private investment opportunities for wealth creation, and where appropriate, provide our clients with the same investment techniques used by our role models. We have determined that there is a common set of principles and behaviours used by our role models to create wealth and our Advisors have this framework in mind when working with you to position your portfolio for optimal wealth creation.

For more information on our investment methodology and framework for wealth creation, see the Mandeville Owner’s Manual.

Owner's Manual

The Mandeville Team

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Michael Lee-Chin

Director, Chairman & CEO

In 1987, Michael Lee-Chin used the proceeds from a prudent investment to purchase AIC Limited (AIC), a small Ontario-based investment firm. Under his stewardship, AIC grew to become Canada’s largest privately held mutual fund company, growing from $800,000 in assets under management to more than $15 billion at its peak.

Full Bio

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Frank Laferriere

Director, Senior Vice President and Chief Operating Officer, Mandeville Private Client Inc.

Frank actively serves on industry-related boards and committees. Frank is currently a member of the Financial and Operations Advisory Section (FOAS) of the Investment Industry Regulatory Organization of Canada (IIROC). He was formerly the Chair of the Private Capital Markets Association of Canada (PCMA) and served on the Ontario District Council of IIROC, where he was also Past-Chair. Previously, Frank was a member of the Board of Directors of the following: the Mutual Fund Dealers Association of Canada (MFDA), the Ombudsman for Banking Services and Investments (OBSI), the Centre for Financial Services Ombuds Network and the Investment Dealers Association of Canada (predecessor to IIROC).

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Alison Fletcher

Chief Compliance Officer, Mandeville Private Client Inc.

Alison, Mandeville’s Chief Compliance Officer. Alison has more than 20 years experience in the financial services industry. She has a demonstrated strength in serving diverse groups; regulators, senior management teams, financial Advisors and clients. Alison holds a B.A. (Hons.) and B.Ed. and is a Fellow of the Canadian Securities Institute ("FCSI")

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Michael Dobbin

Managing Director, Operations, Mandeville Private Client Inc.

Prior to his role in Operations, Michael was Director of Client Administration at Dynamic Funds and Director, Mutual Funds at Dundee Wealth Management. Michael was the Manager of Operations at the former Berkshire Securities and Berkshire Investment Group Inc. and previous to this; he held a senior role in the Dealer Relations Department at AIC Limited.

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Pam McLaren

Director of Transition & Advisor Services

Pam began her career working for TD Bank in various roles, including sales as a Financial Services Officer. Pam then moved to Berkshire in 2007, which swiftly merged with Manulife Securities. The next 15 years were spent at Manulife Securities gaining valuable experience with increasing responsibility.

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Brian Driscoll, CFP, FCSI

Portfolio Manager and Director, Managed and Fee-Based Accounts

At Mandeville Brian is a Portfolio Manager and Director, Managed and Fee-Based Accounts. With over 30 years in the financial services industry, he has extensive supervisory and hands-on experience in Advisory, Operational Management and Compliance roles at both large financial institutions and small boutique dealers.

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REBECCA E. BONDS, CFA

Lead Portfolio Manager & Business Development Lead for Managed & Fee-Based Products

Rebecca is an accomplished Portfolio Management & Wealth Management Professional with over 20+ plus years of experience in client facing, leadership and portfolio management roles which gives her a unique 360-degree view of the wealth management business.

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Karen Steinmann, CFA

Investment Analyst

Karen heads up Mandeville’s research and analysis department where she utilizes her years of experience on the dealer and buy side industry. As a CFA charter holder with a Master of Finance from the Rotman School of Management at the University of Toronto, Karen enhances Portfolio Managers’ investment strategies, cultivating creative and best in class product solutions.

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Diana Oddi

Director of Marketing, Communications and Practice Management

Diana is Director of Marketing, Communications and Practice Management for Mandeville Private Client Inc. Diana has more than 20 years of experience in the financial services industry working in various roles including project management, sales and corporate affairs.

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Michel Deschenes

Director, Business Development

Michel is the Director, Business Development, Michel has over 25 years experience in the financial services industry. Prior to joining Mandeville, Michel has covered different aspects of Business Development such as proactively managing corporate/advisor relationships, ensuring advisors needs are met, supporting recruiting efforts and providing high level support to advisors.

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Our Financial Advisors

Personalized Care and Customized Solutions

Mandeville is committed to delivering the highest standard of excellence in personalized customer service. Mandeville Advisors take the time to learn about their clients' goals and aspirations and incorporate this knowledge into a customized wealth program that is aligned with the most successful private and institutional investors.

Independence and Excellence

What sets Mandeville apart from other advisors is its pursuit of excellence. Our advisors are independent professionals. This means they enjoy the freedom to recommend only those products and services which are best-suited for their clients. Clients of Mandeville advisors enjoy ACCESS to a distinctly unique lineup of private and alternative investment products.