Building Wealth

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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 wealth-seeking investor, the portfolio profiles should be similar.

Investor Needs

The investment objectives of successful institutions and affluent investors are the same as those of the wealth-seeking investor:

Preserve Capital 

Tax Minimization

Liquidity

Income

Growth

Yet... The Wealthy Invest Differently

The world’s most successful institutions and affluent investors have acheived above average rates of return utilizing an asset mix combining traditional and private and alternative investments. Why? Private Investments are not impacted by market fluctuations which dampens volatility and are a source of diversification that can mitigate overall portfolio risk and are often long-term investments with high growth potential.

The Wealthy Invest Differently. 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.

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Private Investing and Alternative Investing

Private Investing and Alternative Investing

We create and preserve wealth by providing to individuals, institutions and foundations the necessary services and solutions consistent with the worlds’ largest and most successful institutional and high net worth investors.

An Institutional Approach to Investing

At Mandeville, our investment approach is based on the concept that since the needs of the high net worth and institutional investor are the same as the average investor, the portfolio profiles should be similar.

Here at Mandeville Private Client Inc., and Capital Wealth Partners, we believe there are:

Five Laws To Wealth Creation

Five Laws To Wealth Creation
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  • 1 Own a few high-quality businesses
  • 2 That are thoroughly understood
  • 3 That are domiciled in strong long-term growth industries
  • 4 That use borrowed money prudently
  • 5 Hold these businesses for the long run

When we look at the wealthy Canadians, such as the Bronfman, McCain or Pattison families or even locally at people like Terence Matthews, we see that they have successfully implemented the 5 Laws of Wealth Creation.

Why Private Investing?

Wealth is created not only in the public markets, but also by private businesses. The Canadian Exempt Market raised $149 billion in capital in 2011 alone. The world’s most successful institutions and high net worth investors have been investing in this space for generations and have achieved above average rates of return utilizing an asset mix combining traditional and private and alternative investments.

Why Private Investing?

Getting Started in 3 Steps

01

Contact us

The first step is to contact us to set up our initial Discovery Meeting.

02

Meet Our Team

Meet with our Branch Manager and team over a great cup of coffee in our Ottawa office to determine if we're a good fit.

03

Discuss Strategy

Once we understand your goals, we will meet to discuss your financial situation and possible strategies.

Start the conversation, book a consultation with our financial team!


When interest develops and we are approached by an advice seeking individual, we never ever conduct business at the first meeting. We simply want what you want – the opportunity without any obligation whatsoever to discover fit, function and facts before deciding on any course of action. We value the opportunity to discus the benefits of working with us and learn about each other – this is simply win-win. Then each party can reflect post meeting on what course of action (if any) is best and the benefits of establishing a working relationship. Consider joining us for a discovery meeting. We offer a great cup of coffee and an educated second opinion without any obligation.