results-based management services

As Portfolio Manager, Senior Financial Advisor and Branch Manager for the Mandeville Private Client Inc. Associate Office in Ottawa, Michael and his staff offer clients a comprehensive financial and investment strategy through an extremely broad range of investment instruments. Below are some of the more common services Michael offers as part of his full suite of investment services.

Financial Planning

Reaching your financial goals involves more than choosing the right investments. Often, small steps will make a big difference to your long-term financial health. Having a proven investment strategy that coincides with your financial goals, can make all the difference.

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Investment Planning

The needs of most investors, simply put, should be to protect and grow your capital, increase the income from that capital, and minimize your taxes. An advisor’s focus is to ensure you achieve what you deem to be important to your long-term well-being.

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Estate Planning and Risk Management

Whatever your age, whatever the size of your estate, a proper estate plan will ensure that it is passed along as you desire.

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Tax Planning and Preparation

We all have to pay taxes, yet very few of us find paying taxes particularly fun or rewarding. Quite the contrary. Maneuvering to legally pay less in taxes is your right. It's extremely important to your long-term financial health to take advantage of these measures.

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Disclosure

Mandeville Wealth Services Inc../Mandeville Private Client Inc. and the Winged Lion Design are trademarks of Mandeville Holdings Inc.

Nothing on the website shall be construed as an offer to buy or a solicitation of an offer to buy any services or products. Michael Prittie and Mandeville Private Client Inc. are not registered in all jurisdictions and therefore may not be able to effect transactions on behalf of individuals accessing this website.

This website may contain links to third party websites. Such links are provided solely as a convenience to individuals accessing this website and Michael Prittie, Mandeville Private Client Inc. and Mandeville Insurance Services Inc. are not responsible for the content of any linked third party website and do not make any endorsements or representations regarding the content, accuracy or suitability of the content, materials, products or services offered on third party websites.

Mandeville Private Client Inc. is a Member of the Canadian Investor Protection Fund and IIROC.

Know Your Advisor: IIROC AdvisorReport

Insurance products and services are offered by life insurance licensed Financial Advisors through Mandeville Insurance Services Inc.