Wealth Professional 2.1

Page 37

IS PLEASED TO WELCOME THIS DISTINGUISHED GROUP OF FOUNDING ADVISORS TO THE MANDEVILLE FAMILY!

Michael Prittie*

Duane Francis*

Robert Roby*

Geoffrey Charlton*

Blake Williams*

Paul Lee-Chin*

Paul Herd*

Jerry Santucci*

Guido I. Camaiani**

John Moir*

Sean Moir*

Alex Binko**

Peter Graceffa**

Frank Carobelli**

Tim Leonard**

Laura Fitzsimons**

SENIOR FINANCIAL ADVISOR AND PORTFOLIO MANAGER

INVESTMENT FUNDS ADVISOR

SENIOR FINANCIAL ADVISOR AND PORTFOLIO MANAGER

SENIOR INVESTMENT ADVISOR

INVESTMENT ADVISOR

INVESTMENT ADVISOR

INVESTMENT ADVISOR

INVESTMENT FUNDS ADVISOR

INVESTMENT ADVISOR

INVESTMENT FUNDS ADVISOR

INVESTMENT ADVISOR

INVESTMENT FUNDS ADVISOR

INVESTMENT ADVISOR

INVESTMENT FUNDS ADVISOR

SENIOR INVESTMENT ADVISOR

INVESTMENT FUNDS ADVISOR

DIFFERENTIATE YOURSELF AND RAISE YOUR PRACTICE TO A NEW STANDARD OF EXCELLENCE At Mandeville, our investment approach is based on the concept that since the needs of the affluent and institutional investor are the same as the retail investor, the portfolio profiles should be similar. We therefore offer access to a full range of high quality investment solutions including: TRADITIONAL PUBLIC EQUITY + PUBLIC FIXED INCOME

AND

PRIVATE EQUITY AND ALTERNATIVE OFFERINGS

TO LEARN MORE ABOUT THE MANDEVILLE GROUP, PLEASE CONTACT ODED ORGIL, SVP, MANAGING DIRECTOR AT 905-331-4255 EXT. 7014

Mandeville Holdings Inc. is the parent company, of the Mandeville companies which includes Mandeville Private Client Inc., Mandeville Wealth Services Inc., Mandeville Insurance Services Inc. and Portland Investment Counsel Inc. The Mandeville group of companies is committed to providing clients with outstanding personal service and high quality products. Mandeville offers a differentiated approach to wealth creation by providing traditional investment products as well as private and alternative investment opportunities. Mandeville Private Client Inc. is a member of the Canadian Investor Protection Fund and a Member of the Investment Industry Regulatory Organization of Canada. Mandeville Wealth Services Inc. is a member of the Mutual Fund Dealers Association of Canada. *Registered with Mandeville Private Client Inc. **Registered with Mandeville Wealth Services Inc. WWW.MANDEVILLEINC.COM MAN14-001-E Wealth 35 Professional.indd 1 34_37-Attitudes.indd

14-02-11 2:04 AM PM 26/02/2014 1:59:53


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.
Wealth Professional 2.1 by Key Media - Issuu