Upcoming & Past 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.

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Annual Client Appreciation Movie Event

Duane Francis invites you and your family to his Annual Client Movie Event on Saturday, June 22 at the Cineplex Cinemas (Coliseum) Ottawa.

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Economic Update

Join us on April 24th for our evening seminar on: Econonmic Update

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Spring Gardening Seminar

Spring Gardening Seminar

Please join us on Wednesday, March 27th, 2024 for our Spring Gardening Seminar

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Probity Resource LP’s Proven Tax Deductible Investing

Join us on February 28th as we discuss Probity Resource LP’s Proven Tax Deductible Investing.

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Planning for Retirement & RRSP 101 seminar

Planning for Retirement & RRSP 101

Join us as we discuss Planning for Retirement and RRSP 101. This session promises to be informative and will provide you with the opportunity to ask questions.

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Investing 101 & Year End Tax & Finance Tips for Business Owners

Join me as I host a multi topic seminar on Investing 101 and Year End Tax & Financial Tips for Business Owners.

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20th Annual Children’s Christmas Party

Client’s are invited to our 20th Annaul Children’s Christmas party which takes place on Saturday, December 9, 2023

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16th ANNUAL EUCHREFEST 2023

Please join Duane on Thursday, November 16th, 2023 for our 16th Annual euchrefest!

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Duane Franics, Fight for the Cure

Fight for the Cure 2023

Saturday evening was amazing as we enjoyed a night to remember at the 2023 Fight for the Cure.

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Wills & Power of Attorneys: Protecting Your Future

Join us as we discuss Wills and Power of Attorney and how to Protect Your Future.

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Economic & Market Update

Economic & Market Update Seminar

Watch our last seminer on Economic & Market Update

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How to Prepare for the 2023 Tax Season | Tax Efficient Ways to Invest

Now that the 2022 tax season is behind us, it is a great time to begin preparing for the 2023 tax season. Join us as we provide tax efficient ways to invest. Maximize your savings in 2023 with tax preparation.

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Annual Client Appreciation Movie Event

Duane Francis invites you and your family to his Annual Client Movie Event on Saturday, June 10th at the Cineplex Cinemas (Coliseum) Ottawa.

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Spring Gardening Seminar

Spring Gardening Seminar

Join us as our horticultural expert Lindsey Best from Hansen Lawn and Garden discusses getting your containers ready for a show stopping display.

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How to Generate Income with Private Investments

How to Generate Income with Private Investments

Join us as we discuss How to Generate Income on Wednesday, March 22, 2023

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Probity Resource LP’s Proven Tax Deductible Investing

Join us as we discuss Probity Resource LP’s Proven Tax Deductible Investing on Februray 22, 2023.

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Planning for Retirement & RRSP 101 seminar

Planning for Retirement & RRSP 101

Join us as we discuss Planning for Retirement and RRSP 101. This session promises to be informative and will provide you with the opportunity to ask questions.

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19th Annual Children’s Christmas Party

Client’s are invited to our 19th Annaul Children’s Christmas party which takes place on Saturday, December 10, 2022.

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Canadian Global Market Outlook

Watch our Live Stream video of our expert guest panelists discussing the Global and Canadian Market Outlook

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Are You Worried About Rising Inflation and Interest Rates

Watch our Live Stream video as we discuss inflation, interest rate hikes, the impact on the market and how we manage your portfolio.

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Your Path To Wellness

We were honoured with our guest speaker Dr. Diana Semjonov, Naturopathic Doctor who shared how to attain your path to wellness as she discussed how to rejuvenate your health and restore balance.

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Spotlight on Alternative Investments

Spotlight On Alternative Investments

Watch our Live Stream video as we discuss alternative investments.

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What Does The Ukraine Crisis Mean For Markets?

Watch our Live Stream video as we discuss the tensions between Russia and Ukraine and how it has created concerns about the potential impact on financial markets and the global economy.

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What Is Sustainable Investing?

Watch our Live Stream video as we chat about what is sustainable investing?

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Tax Planning Through Limited Partnerships

Watch our Live Stream video on tax planning through limited partnerships.

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Evening Seminar with James Cole, Portfolio Manager of Award Winning Funds

At Mandeville, we have a differentiated approach in that we have the ability to provide you with access to solutions that are typically only available to the affluent and institutional investor. One of these solutions in particular has provided 499.6% cumulative returns since its inception!

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Update on New Mortgage Rules and What Lies Ahead?

We are pleased to present Jean Lamarche, a mortgage agent and mortgage expert with the Ottawa Mortgage Guys. Jean has 29 years of experience dealing with mortgages and has spent the last 14 years with the Ottawa Mortgage Guys. Jean will take us through the different rules and features of mortgages, for both personal and rental properties, as well as the impact of the low interest rate environment we are experiencing in Canada today.

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The Great Rate Debate

A discussion about interest rates with the Founding Partners of Algonquin Capital. We will also hear about their fixed income solutions and their unique tax-preferred opportunities available through Algonquin’s Private Income Fund which qualifies for the active business income tax rate within corporate investment accounts.

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Planning for Your Business in a Covid World

Date: Thursday, January 28th, 2021
Location: Zoom Meeting
Time: 6:30 – 7:30 p.m.

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An Economic Outlook with Aubrey Hearn

Date: Wednesday, November 25th, 2020
Location: Zoom Meeting
Time: 6:30 – 7:30 p.m.

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Estate Planning – What You Should Know

Date: Wednesday, October 28th, 2020
Location: Zoom Meeting
Time: 6:30 – 7:30 p.m.

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Enhanced Income Investing

Date: Wednesday, February 19th, 2020
Location: 1525 Carling Ave, Lower Boardroom
Time: 6:30 – 7:30 p.m.

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Making the Most of Your RRSPs and TFSAs

DATE: Wednesday, January 22, 2020
TIME: 6:30 pm – 8:00 pm
PLACE: 1525 Carling Avenue

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Tax Planning Through Limited Partnerships

DATE: October 16, 2019
TIME: 6:30 pm – 8:00 pm
PLACE: 1525 Carling Avenue

Year after year we need to ask the question of whether or not we can pay less in taxes than the previous year. We here at Mandeville have a number of proven and effective ways to assist clients in driving down their tax bill and have chosen to present two ways in which clients can benefit. As many clients may recognize, every year we utilize Flow-Through Limited Partnerships in order to help reduce taxes paid and reduce potential Old Age Security (OAS) claw back.

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Making Sense of New Mortgage Rules and Qualifying Criteria

DATE: Wednesday, September 25t, 2019
TIME: 6:30 pm – 8:00 pm
PLACE: 1525 Carling Avenue

With the summer months coming to an end we will be renewing our fall seminars. Making sense of mortgages in this ultra-low rate environment can be confusing, and to make matters worse, the rules and regulations surrounding mortgage lending have changed to address the economic environment. Are you aware of the qualifying means test the government has introduced? Do you understand how the Federal Shared Equity Mortgage Provider Fund works? Learn about these and other factors when considering a mortgage or purchasing real estate. This would be of particular interest to first time home buyers and those interested in rental properties.

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Exclusive Event with Michael-Lee Chin

DATE: Tuesday, November 27, 2018
TIME: 6:30 pm – 8:00 pm
PLACE: 1525 Carling Avenue

We are excited to welcome back to Ottawa, Michael Lee-Chin, Chairman and CEO of Mandeville Private Client Inc.

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