Mandeville Private Client

Mandeville wins court battle with former rep

The Ontario Court of Justice sides with firm in dispute over pooled funds

Early adopter on the power of alternatives

Mandeville investment advisor explains his moment of clarity 20 years ago and the influence of legendary portfolio manager David Swensen

How advisor's own life journey strengthens bond with clients

Wealth manager says she knows when a client will leave their spouse before the divorce lawyer. Melissa Prusky explains how

Episode 22 - How to connect with the next generation

Frank Laferriere, COO of Mandeville Private Client, on meeting the expectations of millennial investors

What does the future of advice look like?

Frank Laferierre, COO of Mandeville Private Client Inc., on meeting the needs of millennials and keeping an eye on Web 3.0

Michael Lee-Chin brings nuclear technology to the investment forefront

Partnership aims to highlight significance of nuclear innovation for the benefit of humanity

Episode 21 - Michael Lee-Chin's latest investments tackle world's most urgent needs

President and Chairman of Portland Holdings believes the next big investments are global issues – and he's already making moves

What will the future of advice look like?

Frank Laferriere, COO of Mandeville Private Client Inc., explains the biggest challenges facing advisors, and the skills that will be key to attracting and keeping new clients

Why independent model is the perfect fit for advisor

Michael Zagari explains the 'Mandeville Difference' at firm's 2022 advisor conference in Banff, Alberta

How advisor grew his business during the pandemic

Mandeville PM Sean Moir reflects on going back to in-person meetings, main takeaways from firm's 2022 advisor conference