Create Wealth,
Achieve Freedom

Create Wealth,
Achieve Freedom


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

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Upcoming Events

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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How It Works

Duane Francis

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

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Mandeville Private Client Inc.

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

Community Involvement

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.

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Client Testimonials