Duane Francis, CFP, CIM, FCSI, CIWM
Duane Francis is the Branch Manager and a Portfolio Manager with Mandeville Private Client Inc. who is a respected and well-known source of financial advice and information in the Ottawa area and throughout Ontario. Duane has been an advisor for 27 years and has earned numerous designations and accreditations, including being named one of Ottawa’s Top Forty Under Forty for business excellence and community involvement. When he’s not in the office, Duane and his wife Julie try to keep up with their three boys, Connor, Cole and Carson, who are all active in team sports. Duane also loves sports and music and is the co-founder of the “Let’s Take a Swing at Cancer” annual golf tournament in support of the Ottawa Regional Cancer Foundation.
Meet The Francis Team Members
Feda Shureih
Investment Advisor Associate/ Branch Administrator
Feda brings over 20 years of experience in Client Relations, including the financial services industry, with a thorough background in Compliance, Management, Customer Service, and Sales. Feda’s experience provides her with a plethora of knowledge and enables her to assist clients in building their wealth.
Leric Bishop
Associate Investment Advisor
Leric Bishop, B.Comm, CFP, EPC, has joined our team as an investment advisor and has over 20 years of experience in the financial services industry. Leric will bring his expertise in financial planning as well as investment analysis and portfolio construction to assist me in ensuring that we continue to create and preserve your wealth based on your unique circumstances.
Rosana Pasqualim
Administrative Assistant
Rosana joined us in June 2025 and brings extensive administrative experience with a focus on accounting. She supports the team by managing client requests and daily operations with a detail-oriented, solutions-focused approach. Her strong background in client service and accounting makes her a dependable and valued member of our team.
Karine Stoelben
Administrative Assistant
Karine joined the team as an Administrative Assistant, bringing a strong background in research and a commitment to excellence in client service. She helps keep daily operations running smoothly, supports internal processes, and ensures client requests are managed with care and efficiency. Detail-oriented, proactive, and dependable, Karine plays a key role in maintaining the exceptional level of service Capital Wealth Partners is proud to provide.
David Renaud
Co-op Intern – Research
David is a co-op student who joined us as a Financial Associate Intern in January 2026. While pursuing his Bachelor’s degree in Finance at the University of Ottawa, David is driven to gain hands-on experience in wealth management, with a strong interest in investing and a commitment to high-quality client service and administrative support. We are grateful to have his enthusiasm and technical knowledge on the team.