The Mandeville Difference
The Wealthy Invest Differently. Mandeville’s mission is to provide all wealth-seeking investors with ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor
Upcoming Events
Protecting What Matters: Integrating Insurance Solutions into Your Financial Blueprint
Join us on September 26 to have the opportunity to learn how risk management solutions can provide the protection and peace of mind you need.
How It Works
Wealth Management with Duane Francis
I provide comprehensive financial planning which encompasses retirement, education, investment, estate, insurance and tax planning. If we develop a successful working relationship, I can help you to achieve your goals and provide you with peace of mind.
You can trust that I will consistently and responsibly perform all requested services and that I will be available when you need me.
I will:
- Treat you with respect, honesty and dignity
- Act as your advisor, putting your interests first
- Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
- Explain the implications of the strategies I propose
- Update you by email, mail and phone
- Meet with you regularly to review your current financial situation
Our Process
Step 1: The Wealth Foundation Stage
Comprehensive Discovery Process – “Is there a fit?”
Understanding your financial goals, potential obstacles and preferences
Gathering documentation to create wealth plan
Opening dialogues with your accountant and attorney, if required
Step 2: The Wealth Development Stage
Presenting personalized wealth plan
Reviewing observations and recommendations
Needs Analysis
Account Transfer Process
Implementation and transition schedule
Step 3: The Wealth Implementation Stage
Initiate the wealth plan
Discuss investment recommendations
Review insurance and tax planning
Working together - Future updates and portfolio reviews
Step 4: The Wealth Continuum Stage
Monitor progress according to the plan
Adjust the plan and investments when needed
Help you navigate your options of complex wealth planning
Small Business and Corporate Planning
Inform you, your accountant and attorney of anything you should be aware of
Incorporate strategic partners to review best practices for business
Discretionary Asset Management
Mandeville Privately Managed Portfolios are suited for high net worth investors who are looking for a personalized relationship with their Advisor based on trust, transparency and ease of doing business. In a privately managed portfolio, investors delegate day-to-day investment decisions to their Portfolio Manager. This differs from non-discretionary accounts where clients must make final trading decisions.
Wealth Planning
A Multifaceted Approach
Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation including cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning.
In the Community
Duane Francis in the Community
The community of Ottawa gives us so many wonderful things. See some of the things we do in order to give back to our community, through our active participation in many activities that are focused on giving back.
“Let’s Take a Swing at Cancer” Annual Golf Tournament
The “Let’s Take a Swing at Cancer” Golf Tournament supports the Ottawa Regional Cancer Foundation and has raised over $345,000 to help with the ongoing research and patient care through the foundation.