Business Details
Your Trusted Partner for Wealth Creation Solutions
At Mandeville Private Client Private Client, we are dedicated to democratizing access to private and alternative investment opportunities typically reserved for affluent investors and institutions. Our mission is to empower clients with the tools and expertise needed for wealth creation and preservation, guided by the principles of integrity, excellence, and client-centric service. With a team of seasoned professionals, we offer personalized financial strategies aligned with the investment frameworks of the world's most successful wealth creators. Our commitment to innovation and ethical practices ensures clients benefit from secure, transparent, and tailored solutions.Backed by robust regulatory compliance and partnerships with leading financial institutions, we prioritize safeguarding client assets while delivering exceptional service. Through continuous education and a focus on lifelong learning, we equip clients to navigate complex markets with confidence. Our vision is to redefine wealth management by combining global resources with a disciplined, principled approach to investing.
Services
Private and Alternative Investing
Wealth Preservation
Portfolio Management
Financial Planning
Investment Advisory
Intergenerational Wealth Transfer
Risk Management
Tax-Efficient Strategies
Retirement Planning
Estate Planning
Highlights and features
- Access to exclusive private and alternative investments typically reserved for institutions
- Decades of combined experience in wealth management and portfolio strategy
- Personalized financial planning aligned with client goals and values
- Global reach through family office resources and institutional partnerships
- Commitment to regulatory compliance and client asset security
Associations and certifications
- Canadian Investment Regulatory Organization (CIRO)
- Canadian Investor Protection Fund (CIPF)
Services
Private and Alternative Investing
Our Private and Alternative Investing service provides access to exclusive opportunities typically reserved for institutions. These investments offer diversification, reduced market volatility, and long-term growth potential through private equity, real estate, and hedge funds. Clients benefit from institutional-grade resources and strategic partnerships.
Wealth Preservation
Wealth Preservation focuses on safeguarding assets for future generations. Our strategies include risk management, tax-efficient planning, and intergenerational transfer frameworks. Advisors work closely with families to implement principled investing and due diligence to maintain wealth across generations.
Portfolio Management
Portfolio Management offers customized investment strategies for high-net-worth clients. Our team designs and executes tailored portfolios combining public, private, and alternative assets. The service emphasizes disciplined execution, performance monitoring, and rebalancing to align with client objectives.
Financial Planning
Financial Planning integrates comprehensive strategies for wealth accumulation, retirement, and estate planning. Using tools like the Prosperity Program, we create personalized roadmaps addressing liquidity needs, tax minimization, and long-term financial goals aligned with client values.
Investment Advisory
Investment Advisory services deliver independent, research-driven recommendations. Advisors provide access to a curated selection of public and private investment products, leveraging global market insights and institutional partnerships to optimize client portfolios for growth and stability.
People
Michael Lee-Chin
Director, Chairman & CEO
Founder of AIC Limited, transformed it from $800,000 to $15 billion in assets. Recognized as a leading wealth creation expert with a focus on principled investing and institutional strategies.
Agha Raza
Chief Operating Officer
Strategic leader with global experience in financial services and enterprise development. Oversees real estate and international business development for the Portland group of companies.
Alison Fletcher
Vice-President, Compliance
Compliance expert with 30+ years in financial services. Ensures regulatory adherence and client protection through rigorous oversight of advisor-client relationships and operational standards.
Brian Driscoll
Supervising Portfolio Manager
Portfolio management specialist with 30+ years of experience in advisory, trading, and compliance roles. Focuses on optimizing client portfolios through disciplined investment strategies and risk management.
Kristina Honchar
Director, Product and Portfolio Management
CFA charterholder with 25+ years in financial services. Leads product development and portfolio strategy, driving innovation in investment solutions and client-focused financial products.
Questions
What types of investments does Mandeville Private Client Private Client offer?
We provide access to public, private, and alternative investments including mutual funds, private equity, real estate, and institutional-grade opportunities typically reserved for affluent investors.
How does Mandeville Private Client Private Client approach wealth preservation?
Our wealth preservation strategies focus on intergenerational transfer, risk management, and tax-efficient planning using diversified portfolios and principled investing frameworks.
Are client assets secure with Mandeville Private Client Private Client?
Yes. Client assets are safeguarded through partnerships with Fidelity Clearing Canada and protected by the Canadian Investor Protection Fund (CIPF).
What educational resources are available?
The Mandeville Private Client Private Client Investor Academy offers calculators, market perspectives, and investment guides to support informed decision-making and financial literacy.
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