Mandeville Holdings
Finance · Canada · 51-200 Employees
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Overview
Headquarters
1375 Kerns Rd Ste 200, Burlington, Ontar...Phone Number
(612) 521-3671Website
www.mandevilleinc.comRevenue
$36.3 MillionIndustry
ZI Rank: 2
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About Mandeville Holdings
Mandeville Holdings is a financial services firm based in Burlington, specializing in providing access to traditional public offerings as well as private and alternative investments for affluent investors and institutions. The company emphasizes safety and security, operating under a highly regulated framework and partnering with Fidelity Clearing Canada for record keeping and custody services. Mandeville is committed to integrity, client-centric values, and excellence in service delivery, ensuring that each client's unique needs are prioritized. Their offerings include privately managed portfolios, investor services, and educational resources through the Investor Academy.Explore more
Mandeville Holdings Org Chart
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Mandeville Holdings Tech Stack
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Mandeville Holdings News & Media
Mandeville Private Client Inc. Launches Interactive Mobile App Promoting Financial Literacy
BURLINGTON, Ontario, Feb. 01, 2021 (GLOBE NEWSWIRE) -- Mandeville Private Client Inc. (“Mandeville”) is taking its mission of “making clients wealthy” one step further, offering access to the Mandeville mobile app.Mandeville Enhances Advisor Practices With Investment Advisory Services to U.S. Residents
BURLINGTON, Ontario, Sept. 14, 2020 (GLOBE NEWSWIRE) -- Mandeville Holdings Inc. is pleased to announce the formation of its subsidiary, Mandeville Private Client USA Inc. (“MPC USA”). MPC USA is an investment adviser firm with its principal place of business located in Canada.Mandeville Private Client Inc. Enters Into Arrangement With DUCA Financial Services Credit Union to Offer Investment Loan Program
BURLINGTON, Ontario, May 25, 2020 (GLOBE NEWSWIRE) -- Mandeville Private Client Inc. (“Mandeville”) is pleased to announce that it has entered into an arrangement with DUCA Financial Services Credit Union Ltd. (“DUCA”) to offer Mandeville clients a complete investment loan program. Mandeville advisors can now offer clients two investment leverage loan programs. The first program, “100% Loans”, allows the client to borrow between $100,000 to $300,000 for investment purposes, with no equity requirMandeville is a Finalist for the Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year and Digital Innovator of the Year Award!
BURLINGTON, Ontario, May 09, 2019 (GLOBE NEWSWIRE) -- Mandeville Private Client Inc. (“Mandeville”) announced today that it has been selected as a Finalist for both the Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year and the Digital Innovator of the Year Award. Moreover, three Mandeville Advisors have been selected as finalists for awards including Advisor of the Year-Alternative Investments (Guido Camaiani), Young Gun of the Year (Adam Schacter) and Rising Star Advis
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Mandeville Holdings is a financial services firm based in Burlington, specializing in providing access to traditional public offerings as well as private and alternative investments for affluent investors and institutions. The company emphasizes safety and security, operating under a highly regulated framework and partnering with Fidelity Clearing... Read More
