The Wealthy Invest Differently.
Personalized Attention
Customized Solutions
It’s your money and you want to ensure it is working for you in a manner that best suits you. Your Mandeville Advisor will take the time to learn about you, your goals and aspirations and incorporate these learnings into a customized wealth program that is aligned with the most successful private and institutional investors.
A Global Leader
Mandeville has partnered with Fidelity Clearing Canada ULC (“FCC”) to provide you with their global expertise in record keeping, trade execution and custody services. Your records and assets are secure under the care and control of one of Canada’s top financial organizations. Fidelity has had a presence in Canada for more than 20 years. The executive team at Fidelity Clearing Canada brings you an average of 25 years of experience in the Canadian Financial Industry.
Safety and Security
Fidelity is a global leader in the delivery and servicing of investment accounts like yours. You can count on this strength and stability to safe guard your investments. Your accounts are safe and secure as both Mandeville and FCC are members of the Canadian Investor Protection Fund (“CIPF”). CIPF provides up to $1 million CDN for any combination of cash and securities. For more information on coverage please ask for the CIPF brochure or go to www.cipf.ca
Message from Michael Lee-Chin
Executive Chairman of Portland Holdings Inc. and Chairman of Mandeville Holdings Inc.
