The foundation of our business is based on establishing successful relationships and exceptional client service. Our practice is comprised predominantly of doctors, dentists, and high net worth families. The concentrated focus on this exclusive group allows us to have an unparalleled understanding of the investment, tax, and risk management strategies required to create a successful wealth plan for each client.
What sets Mandeville apart from other firms is its pursuit of excellence. We are independent professionals. This means we enjoy the freedom to recommend only those products and services which are best-suited for our clients. Clients of Mandeville advisors enjoy ACCESS to a distinctly unique lineup of private and alternative investment products.
Mitch is a respected well-known source of financial advice in the Ottawa area and has spent the past 12 years creating wealth for Medical Professionals, Business Owners, and Retirees. Over the years he has obtained professional designations such as Certified Financial Planner (CFP®) and Registered Retirement Consultant (RRC®). Mitch was also named one of Ottawa’s Top Forty under 40 in 2011 for business excellence and community involvement.
When he's not in the office, Mitch enjoys the outdoors, and coaching his son’s hockey and baseball teams. He lives with his wife Yvette, and young son Marlo in Carp.
Mandeville’s mission is to provide all wealth-seeking investors
with ACCESSto investment opportunities both within
the public and private realm that are typically reserved
for the affluent and institutional investor
We enjoy the freedom to recommend only those products and services which are best-suited for our clients.
MARY LYNN BRIAN, CFP
Client Services Coordinator
Mary Lynn aims to assure your ongoing needs and inquiries are handled professionally and in a timely manner, and acts as another touch-point for insight, advice and expertise.
She strives to provide you with an elevated client experience both in and out of our office. Mary Lynn is also responsible for ensuring the transitions between your life stages are seamless.