Mandeville Private Client

Office address: 1375 Kerns Road, Suite 200, Burlington, Ontario L7P 4V7
Year established: 2012
Company type: wealth management
Employees: 51 to 200
Expertise: private and alternative investing
Parent company: Portland Holdings Inc.
CEO and key people: Michael Lee-Chin - Director, Chair, and CEO
Financing status:-

Mandeville Private Client is a wealth management firm that provides financial planning, investment management, and estate planning services to individuals. The company was founded in Ontario in 2012. Mandeville Private Client is a subsidiary of Portland Holdings Inc., a diversified financial services group.

History of Mandeville Private Client

Mandeville Private Client was founded by Michael Lee-Chin, a Jamaican-born entrepreneur and investor. Lee-Chin is the company's current Director, Chair, and CEO. He is also the founder and chairman of Portland Holdings Inc., a publicly traded investment company with interests in a variety of industries, including financial services, telecommunications, and media.

Products and Services of Mandeville Private Client

Mandeville Private Client offers a wide range of products and services to its clients, including:

  • financial planning
  • investment management
  • estate planning

Culture at Mandeville Private Client

Mandeville Private Client’s mission is to make its clients wealthy. The company aims to “democratize” opportunities for investors, giving them access to investment options that are usually only available to the affluent.

The company goes by a 3-step formula for success:

  • Choose a role model
  • Get that role model’s recipe for success
  • Emulate that role model – do everything they did

It is no secret that one of Mandeville’s role models is investor and philanthropist Warren Buffett. Guided by Buffett’s own investing philosophies, Mandeville has created a framework for investing. This 10-point framework identifies the qualities that wealth-generating companies must possess.

According to Mandeville, their approach to investing is “client-centric, therefore advisor-centric.” The company provides advisors with the tools and knowledge they need to deliver excellent service to Mandeville’s investors.

About Mandeville Private Client Director, Chair and CEO Michael Lee-Chin

Michael Lee-Chin is a Jamaican-born entrepreneur and investor who is the founder and CEO of Mandeville Private Client. Lee-Chin is also the founder and chairman of Mandeville’s parent company, Portland Holdings Inc.

Lee-Chin has worn different hats in his career. He started out as a bellman on a cruise liner, a lab technician, a civil engineer then a financial advisor. He invested $500,000 in stocks in 1987; that led to other investments and acquisitions, and there was no turning back from there. Today, Lee-Chin is a billionaire and a philanthropist, a supporter of the Royal Ontario Museum, the Joseph Brant Hospital, the University of Toronto, McMaster University and others.

Lee-Chin is a recipient of the Order of Ontario in 2017, the highest honor granted by the province to an individual. He also received the Order of Jamaica in 2008.

Future at Mandeville Private Client

Mandeville Private Client is a wealth management firm focused on its mission to make their clients wealthy. The company does this by making private and alternative investment choices accessible to its clients. This has been Mandeville’s enduring philosophy that will serve as its guide in the years to come.

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