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
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.
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.
Mandeville Private Client offers a wide range of products and services to its clients, including:
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:
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.
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.
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.
Insights from the Women in Wealth Management Summit 2023: Pioneering paths in finance and exploration
With positive and negative headlines around asset class, what are advisors telling their clients?
Advisor explains how he brings doctors into his practice and turns them into clients by respecting their time and limiting his use of jargon
From spousal support payments to asset equalization, advisor highlights often-overlooked danger zones in negotiations
For one female investment advisor, firsthand experience has been the blueprint for empowering and empathetic approach
In-person event to provide insights on supporting women’s financial resilience, breaking past barriers to industry leadership, and more
Second-generation woman advisor speaks out on her experience as a new mom, and why work-life balance can't be done solo
Wealth Professional shines the spotlight on 14 wealth advisors and portfolio managers who are making their mark
Seasoned veteran shares how keeping his practice in the family was driven by clients' best interests
Michael Lee-Chin, President and Chairman of Portland Holdings and Chairman and CEO of Mandeville Private Client Inc., has just 60 seconds to explain why every advisor should be invested