Having been in the financial services industry for over 2 decades, I’ve learned a thing or two about being independent. Mandeville Private Client Inc. doesn’t just encourage advisors to offer professional, unbiased advice, it’s literally shaping the industry and holding it to a new standard of creating and preserving wealth. And while my office is physically located in Ancaster, Ontario, I serve clients from across Canada and the US.
As a Portfolio Manager and Senior Investment Advisor, I am held to the highest fiduciary standards on behalf of clients. I take great pride in crafting tailored portfolios commensurate with the specific risk required for each situation. Using the necessary skills and experience acquired over many years, I am able to sort through an endless array of options so that you can feel confident and informed about your financial decisions.
Outside of the office, family is at the heart of everything I do. Being the proud father of 3 active kids means I spend a great deal of time in hockey and lacrosse arenas, at dance recitals, and just hanging out. When I do find some spare time, being outdoors is by far my favourite place to be. Whether it’s running, biking, hiking, x-country skiing or golfing, being outside keeps me sane in a crazy world. I also love being part of a vibrant community and giving back to it. For several years now, my wife and I have helped organize the Dundas Terry Fox Run. It’s become a bit of a tradition in our home, and we feel very privileged to be a part of it.
I’m a self-starter who likes to get things done. I used to think being a jack of all trades was a bad thing and always regretted not being amazing at anything, but what I’ve come to realize about this business, is that it requires a number of different skills to add value to client relationships. I enjoy collaborating with clients and professionals to bring solutions to the table that make sense. Many of the clients I work with are sophisticated and intelligent enough to manage their own finances, but having found success in their respective businesses and professions, see tremendous value in working with someone they can trust – a partner. Honesty, professionalism, and accessibility are the backbone of what I offer.