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Mandeville Private Client
Mandeville Private Client is a financial services firm founded in 2002 in Burlington, Ontario. The company provides financial advice, wealth management...
Mandeville Private Client
Mandeville Private Client is a financial services firm founded in 2002 in Burlington, Ontario. The company provides financial advice, wealth management services, and access to privately managed portfolios. It caters to affluent investors with personalized investment strategies.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
Location
Region
North America
Country
Canada
City
Burlington
Corporate office
Burlington, ON, Canada
Principals
Frank Laferriere
Senior Vice President & Chief Operating Officer
Sector focus
Frequently asked questions
How is Mandeville Private Client related to the broader Mandeville group?
Mandeville Private Client operates as the private capital and wealth management arm within a holding company structure that also includes a mutual fund dealer and an insurance managing general agency. This broader Mandeville group provides shared compliance infrastructure, cross-licensing of advisors, and a distribution funnel that feeds accredited investor capital into Mandeville Private Client's proprietary fund products. The June 2024 corporate restructuring unified the exempt-market dealer, fund manager, and portfolio management entities under a single operating framework.
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