Investment Advice

Safety and security

Mandeville Private Client (“Mandeville”) holds your assets in custody with Fidelity Clearing Canada, ULC (“Fidelity”), a leading carrying broker in the Canadian marketplace. Fidelity, like Mandeville, is a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC)

Strength and confidence

Fidelity is a global leader in the delivery and servicing of investment accounts. It has access to a vast global network of expertise which benefits Mandeville and its Canadian clients.

Fidelity is backed by the strength and confidence of the largest brokerage platform in the United States, Fidelity Clearing and Custody Solutions (“FCCS”). As the largest brokerage platform in the United States, FCCS serves over 3,950 clearing and custody firm clients, representing $2.0 trillion in assets under administration and more than 6 million accounts.

To learn more about CIPF go to www.CIPF.ca and to learn more about IIROC go to www.iiroc.ca

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

Solutions & Financial Products

  • 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