Mandeville

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, Associate Portfolio Manager at Mandeville Private Client Inc, explains the 'Mandeville Difference' at the firm's 2022 advisor conference in Banff, Alberta

Real estate investing: Alberta's time to shine?

Frank Lonardelli, CEO of Arlington Group, believes a resurgence in the market is under way and that portfolios can benefit from the momentum

How advisor grew his business during the pandemic

Sean Moir, Portfolio Manager at Mandeville Private Client Inc. reflects on the transition back to in-person meetings and the main takeaways from the firm’s 2022 advisor conference in Banff, Alberta

How to make risk analytics relevant to clients

Andrew Aziz, Chief Strategy Officer at d1g1t, on how advisors can use data effectively

Time to add private lending to your portfolio?

Robert Anton, president and founding partner of Next Edge Capital, gives his outlook on the alternatives space and explains the importance of having a stock-picking focus