Around The Branch
Though 2021 saw the continued challenges of Covid-19, as a team we were excited about the opportunities we had to give back to our community. Another successful “Let’s Take a Drive at Cancer” Event in June raised over $20,000 for the Ottawa Regional Cancer Foundation and again I was proud to be a Table Captain at this year’s Cancer Champions Breakfast in October. This event raised almost $800,000 to towards cancer research, clinical trials, and Cancer Coaching so families in our community have better outcomes from cancer. Lastly, my colleague Michael Prittie and I were please to again be main sponsors at the Ottawa Christmas Exchange Breakfast along side of Mercedes Benz and the Province of Ontario. We are so grateful to be able to give back in this way!
That being said, Covid continues to be a concern and due to the rampant increased infection rate of the newest variant Omicron, we have been forced once again to restrict all client meetings to ZOOM or phone. In branch, face to face meetings will resume when the health authorities give us permission. Despite this, whether with some working remotely and key personnel in the branch, we are fully capable of meeting expectations regarding investment management, tax services and all other areas of importance when it comes to your financial needs. We will do all humanely possible to exceed expectations during this period of restrained attendance and we have added additional team members to help compliment existing skillsets and ensure we meet the needs of our advice seeking clients.
To this end I am thrilled to announce that Anka Molon has joined our team. We have all known Anka a long time because she has been an employee of our dealer for a since Mandeville was created. She has a terrific work ethic, an outgoing friendly disposition and is dedicated to ensuring clients have a positive experience. There is no shortage of knowledge and experience here! Anka was Director, Transition & Advisor Services at Mandeville’s Burlington Head Office up until December 31st. She brings with her over25 years of superior customer service experience in the financial services industry in past key departmental roles in Compliance, Client Services, Operations and Corporate Accounting. As part of Mandeville’s senior management team, Anka was responsible for instructional policy and procedure, from analysis, development, implementation, and evaluation for a variety of key dealer learning and development solutions. She oversaw the Advisor Services division and was responsible for managing the AGA insurance platform. Anka values and understands that each advisor and client is unique and customizes their successful integration into Mandeville. While Mandeville’s Chief Operating Officer was disappointed to lose Anka, this was none the less offset by the fact she is staying within the Mandeville family and taking an important role within the firm’s largest branch and largest practice. Anka joins us on January 4th, and will be Senior Manager of Client Services, Practice Management for Capital Wealth Partners.
As you know, Rumi Prince joined us in mid September. Rumi has proven herself to be not only wonderful to work with but very capable and efficient as a investment advisor committed to helping clients achieve financial peace of mind. With over eight years of experience in financial planning at one of the major banks, and a proven history of solving for client needs, Rumi helped many families reach their financial goals and by bringing clarity to their finances. Rumi is passionate about leveraging digital technologies to better advise Canadians on financial planning. As more Canadians are looking to get personalized, convenient, and digitally oriented advice, Rumi has effectively adjusted to the evolving needs of clients to deliver award winning experience. Rumi has also gained board experience through the Rudhro Prince Hope Foundation, where in two years, she helped raise over $45,000 for charities. A creative and dynamic thinker, Rumi has unstoppable enthusiasm and happy to tackle any business problem. Rumi will be heading up Client Tax Preparation Services this spring and we feel her involvement will bring added value to the 300 or so families who have their tax returns processed here at the branch. Lisa Bailey (tax preparer) and Rumi have already had a few strategy meetings. An updated Client Tax Package will follow early February.
Last but not least, Leric Bishop, B.Comm, CFP, EPC, has joined our team as an investment advisor in August of this year. He has over 20 years of experience in the financial services industry and most recently was an investment advisor with an independent wealth management firm helping his clients with complex financial plans. Leric has already proved to be a great addition to our team and more importantly will bring a great deal of value to you, our clients. Leric will bring his expertise in financial planning as well as investment analysis and portfolio construction to assist me in ensuring that we continue to create and preserve your wealth based on your unique circumstances.
We value our relationship with you and have taken great care to create an outstanding team to assist you and your family over the years to come. We will continue to strive to provide the highest level of service while we work to earn and maintain your continued trust. Stay healthy and hopefully we will soon be able to partake in Client Movie Day and other numerous in-person events again sooner than later.
Mandeville Private Client Inc. is a Member of the Investment Industry Regulatory Organization of Canada and Member of the Canadian Investor Protection Fund.
Duane Francis and Mandeville Private Client Inc. do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Duane Francis or Mandeville Private Client Inc. The information in this communication is subject to change without notice.
Insurance products and services are offered by licensed representatives operating through Mandeville Insurance Services Inc. (a licensed life insurance agency and affiliate of HUB Financial).
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual funds, stocks, bonds, and financial planning are offered through Mandeville Private Client Inc.