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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

Rob is a Financial/Retirement Income Specialist focusing his 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, he is unique in that he has a combined Accounting/Financial Planning background, and he utilizes those finely honed skills as a former Accountant and a Certified Financial Planner to provide specialized expertise and solutions for his clients. He is committed to providing the best service and investment advice to his clients.  He is continually upgrading his knowledge and skills in investment management, insurance, tax, and estate planning. 

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

Rob believes that investment success is much more dependent on following a proven plan, and investing for the long term, rather than gambling on trends.  He works 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 his leisure time, Rob has spent many years in the sports world playing football, baseball, curling and hockey. However, his passion has been being involved in basketball, as a player, referee, club coach and university Associate Head Coach. Rob is an avid golfer and a member at Glendale Golf & Country Club.

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Morgan Anderson

Customer Service Associate

Manderson@mandevillepc.com

Morgan is deeply passionate about connecting with people and helping them in any way she can.

She is new to the financial industry but has 6+ years experience in the health and wellness, and customer service industries. Her work in these fast-paced environments has helped hone her time management and organization skills. She is eager to learn new skills and continue to improve those she already possesses.

 “I am extremely excited to bring my energy and customer service knowledge to Heritage group and to form connections with everyone.”

Outside of her work life, she was a competitive dancer for 15 years, creating memories and friendships that will last a lifetime. She aspires to get back into teaching in the near future to continue making amazing memories. At home, she is a mother to one very spoiled kitty, who takes up most of her time wanting to cuddle.

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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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