Wealth Management

Our team and our advisors at Mansfield Private Council follow a disciplined process using personal wealth management strategy. This system allows us to examine all aspects of your financial wellbeing – from evaluating your current state to understanding your dreams and aspirations – to build the plan that’s right for you.

Benefits

  • Mobile app giving you real-time access to your investments;
  • WEB platform providing you with various performance analyzing tools;
  • Highly secure exchange network with your advisor;
  • Unique range of private and alternative investment products
  • Easier operations through an electronic signature platform

Financial solutions & products available through our partners

  • Self-directed RRSPs (flexible and simple)
  • RRIF, LIF
  • TFSA
  • Shares
  • Bonds
  • New issues
  • Integrated block fee program
  • Mutual funds and segregated funds
  • Group RRSPs, RPPs, DPSPs, IPPs
  • RESP for your children or grandchildren
  • Monthly savings plans
  • Tax-deferred systematic withdrawal plans (SWP)
  • Other specialized investment products

”“The stock market is a device for transferring money from the impatient to the patient.”

— Warren Buffett