ABOUT US
Mitch is an advisor with Mandeville Private Client Inc. Mandeville’s mission is to provide all wealth-seeking investors with ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.
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 15 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.
About Us
We enjoy the freedom to recommend only those products and services which are best-suited for our clients.
Client Services Coordinator
Mary Lynn has been working in the financial industry for 10 years. She is a Certified Financial Planner and fully licensed insurance representative. She joined our team in 2020 and handles the administrative tasks and ensures the daily operations of the office runs smoothly and efficiently. She provides financial planning, strategic tax planning, and strives to provide you with an elevated client experience.
Investment Advisor Associate
Michael has over seven years of experience working in the financial service industry. He provides holistic financial advice managing client's retirement and cash flow plans, reviews daily investment research, monitors and prepares client reviews. Michael is a fully licensed representative who is responsible for the day-to-day trading within the portfolio.
Administrative Assistant
Suchali is readily available to answer all inquiries for you and ensures your requests are completed quickly. Suchali brings administrative, tax, and efficient workflow knowledge to our team and provides the level of service and support to clients.
mmclean@mandevillepc.com
Tel: (613) 728-0101 - ext 224
Ottawa Office
Carling Executive Park
1565 Carling Ave
Suite 610
Ottawa
Canada
K1Z 8R1
Toronto Office
First Canadian Place
100 King Street West
Suite 5708
M5X 1B1
Please leave your information and message below and one of our team will be in touch shortly.
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