News & Views

News & Views

Emphasizing Differentiation

December 7, 2019

Mandeville advisors came together at the recent Mandeville Advisor Conference in Halifax to share ideas and best practices and gain insight on how to set their practices apart…

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Market Commentary Q3 2019

November 18, 2019

Global markets had another eventful quarter amid elevated geopolitical uncertainty and a slowing global economy.

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Dow Jones chart

Introduction: Market Volatility

October 15, 2019

You can’t control stock or bond markets but you can control your actions. This is an important lesson for many investors who feel they must do something when market volatility increases and panic sets in. However, its what you did before that counts – not during a temporary setback… like this past August??

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Mandeville wins the Fundserv Award for Advisor Network/Brokerage of the Year for the second consecutive year

June 5, 2019

Burlington, Ontario — June 05, 2018 – Mandeville Private Client Inc. (“Mandeville”) announced today that it has once again won the Fundserv Award for Advisor Network/Brokerage of the Year at the 4th annual Wealth Professional Awards. Moreover, 10 Mandeville Advisors were finalists for several awards including Advisor of the Year (Michael Prittie), Multi-Service Advisor…

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tax written across cheque book

5 Tax Tips Outside The Box!

February 25, 2019

Combining proven and prudent tax planning with sound investment management can make a big difference to your wealth. Here are five lesser-known tax strategies to help you do just that.

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Market Perspective

November 1, 2018

Raymond Sawicki, MBA, CFA Senior Vice President and Chief Investment Officer MARKET SUMMARY— Canadian equities continued to struggle in the third quarter with the S&P/TSX Composite delivering a total return of 1.37%, negatively impacted by losses in Energy (-5.7%), Materials (-12.9%) and Consumer Discretionary stocks (-8.0%). Counteracting the negative; Financials,…

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Mandeville Private Client Inc. Wins Award!

September 6, 2017

Mandeville Private Client Inc., took home the Fundserv award for Advisor Network/Brokerage of the year.

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Is Private Equity in for a Growth Spurt?

April 6, 2016

Michael Prittie provides some great insight into the current private equity environment in his article recently published by Wealth Professional magazine.

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Modern day ETFs offer a world of choice & styles

May 25, 2015

Not long ago, investors seeking to replicate equity index returns on a low cost basis only had a handful of options including SPDRs (State Street Global Advisors S&P500 depository receipts), a collection of WEB offerings (MSCI World Equity Benchmark Series country index securities), or perhaps even owned Canada’s own TIPs (Toronto 35 Index Participation Units).

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Portfolio construction and asset allocation considerations

May 25, 2015

When constructing a portfolio, the retail investor needs to take into consideration many different factors and priorities. Time horizon and tax considerations are two key aspects. 

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Investor “swims upstream”

March 4, 2015

Portland Holdings owns plenty of big-ticket items — including resorts, TV stations, a bank and numerous financial services providers. He says he loves the challenges of working in what he calls the world’s most dynamic industry — investing — but loves the generosity that money affords him even more.

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Private Market Investing: differences, benefits and…

February 9, 2015

An insightful piece written by Raymond Sawicki, Senior Vice President and Chief Investment Officer Mandeville Private Client Inc., for The Private Capital Markets magazine (formerly the Exempt Market Update).

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