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The Heritage Group - Mandeville Private Client Inc.

The Heritage Group
  •  Toll Free: 1.800.301.7135
  •  Email: heritagegroup@mandevillepc.com
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The Heritage Group - Mandeville Private Client Inc.

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Our Team

 

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Rob Anderson, Bcomm, CFP

Senior Investment Advisor

randerson@mandevillepc.com

I am a Financial/Retirement Income Specialist focusing my career in providing qualified knowledge, skill and expertise for pre and post retirees and small to medium size business owners.  Out of thousands of financial professionals in Canada, I am unique in that I have a combined Accounting/Financial Planning background and I utilize those finely honed skills as a former Accountant and a Certified Financial Planner to provide specialized expertise and solutions for my clients. I am committed to providing the best service and investment advice to my clients.  I am continually upgrading my knowledge and skills in investment management, insurance, tax and estate planning. 

I work closely with a team of accountants, tax experts and lawyers to ensure my clients have qualified contacts to refer to if necessary.  By consistently putting the clients’ interest first, I have built a solid client base and expanded business through introductions from satisfied clients. 

I believe that investment success is much more dependent on following a proven plan, and investing for the long term, rather than gambling on trends.  We work closely with clients to develop an appropriate asset mix suitable to each client’s goals and comfort level and to generate retirement income while preserving capital.

In today’s complex world, investment, retirement, tax and estate planning decisions cannot be made in isolation from each other.  It’s important to look at your overall financial picture and be guided by a trusted and professional financial advisor. 

In my leisure time, I have spent many years in the sports world playing football, baseball, curling and hockey. However, my passion has been being involved in basketball, as a player, referee, club coach and university Associate Head Coach. I am an avid golfer and a member at Glendale Golf & Country Club.

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Hollie Oliphant

Customer Service Associate

Holiphant@mandevillepc.com

Connecting with people is my passion. Having a client allowing me an insight into their everyday life is truly an honor.

I am new to the financial industry, but I have 15 years experience in Customer Service and Sales. 13 of those years I spent in telecommunications working for such companies as Telus and Bell Canada. This was a very rewarding environment, which allowed me to hone my communication skills and create life long connections. I am eager to learn any new skill, and I'm captivated by technology new and old. I am very excited to join the Heritage Group team, and truly can not wait to make those connections with all of you.

At home I am a mother of 2 very busy boys and 1 spoiled puppy. My husband Matt and I have always had a passion for sports, which has now lead to us spending a lot of time at the ball diamond or ice rink with our boys. Sports have allowed our family to travel and make memories that will last forever.

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Jonathan Mullett

Director of Risk Management

jonathan@heritagegroup.ca

Since entering the financial services industry in 2002, I have been passionate about providing independent, client-centric advice, focused on insurance and estate planning.  In previous roles I’ve had the opportunity to work alongside some of the best insurance minds in the industry, supporting them as they serve their clients and honing my skills.  Aside from benefiting me, this ongoing commitment to personal development is an asset I bring to the boardroom and kitchen table alike, adding value to the lives of those I work with. 

My experience as an insurance professional has taught me to hear conversations a little differently - not only gleaning the facts of every unique situation, but ensuring an intimate understanding of the emotional elements as well.  This helps formulate effective solutions and guides an informed decision-making process.  My expertise includes both corporate and personal insurance as well as estate planning. 

When not at work, I stay plenty busy with family.  My wife Michelle and I have 3 amazing little ones to share our lives with.  Aside from taxiing them between swimming and skating lessons, we cherish time spent outside exploring the local conservation areas.  There’s always lots on the go, but we love it.  I enjoy mountain biking in all the great trails near our home and playing hockey with the guys in the winter. 

Everything I do is guided by my personal mission statement which is to ‘consider others more significant than myself.’  Not always easy, but definitely rewarding.

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1034 Garner Road West
Ancaster, Ontario
L9G 3K9 Canada

  •  Tel: 905.648.4553
  •  Toll Free: 1.800.301.7135
  •  heritagegroup@mandevillepc.com
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Mandeville Private Client Inc. is a member of the Canadian Investor Protection Fund (CIPF) and a member of the Investment Industry Regulatory Organization of Canada (IIROC)

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