Mandeville

Charting new horizons: empowerment and strategy in women's wealth management

Insights from the Women in Wealth Management Summit 2023: Pioneering paths in finance and exploration

How are advisors positioning crypto as Bitcoin skyrockets and FTX trial concludes

With positive and negative headlines around asset class, what are advisors telling their clients?

How to attract physician 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

What divorcing clients should know before coming to the bargaining table

From spousal support payments to asset equalization, advisor highlights often-overlooked danger zones in negotiations

Helping women clients navigate the rising tide of grey divorce

For one female investment advisor, firsthand experience has been the blueprint for empowering and empathetic approach

Women in Wealth Management Summit returns to Toronto

In-person event to provide insights on supporting women’s financial resilience, breaking past barriers to industry leadership, and more

How to thrive as a mother and wealth advisor

Second-generation woman advisor speaks out on her experience as a new mom, and why work-life balance can't be done solo

Top 5-Star Advisors in Quebec revealed

Wealth Professional shines the spotlight on 14 wealth advisors and portfolio managers who are making their mark

For retiring advisor, father-son succession plan is best

Seasoned veteran shares how keeping his practice in the family was driven by clients' best interests

Beat the Clock: Why advisors should care about the existential threats to mankind

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