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WEALTH CREATION

Building your wealth today, for tomorrow.

Welcome to Financial Clarity.

Now more than ever, investors are looking for stability. We are dedicated to providing wealth-seeking investors ACCESS to investment opportunities both within the public and private realm. Let us point you in the right direction.

Schedule an Appointment

I provide comprehensive financial planning which encompasses retirement, education, investment, estate, insurance and tax planning. You can trust that I will consistently and responsibly perform all requested services and that I will be available when you need me.

M.McLean

Mitch McLean, Financial Advisor

The Wealthy Invest Differently

The largest and most successful institutional investors in the world (i.e., Canada Pension Plan (CPP)
and the Yale Endowment Fund) as well as the world’s wealthiest families create true lasting wealth
by investing in a mix of both public and private investments.

Our goal is to democratize these private investment opportunities for wealth creation, and where appropriate, provide our clients with the same investment techniques used by ultra high net worth and institutional investors.

Are you getting the financial

advice you need?

Partnering with a Global Leader

Mandeville Private Client holds your assets in custody with Fidelity Clearing Canada, ULC, a leading carrying
broker in the Canadian marketplace. Fidelity, like Mandeville, is a member of the Canadian Investor
Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).

Fidelity is a global leader in the delivery and servicing of investment accounts. It has access to a vast global
network of expertise which benefits Mandeville and its Canadian clients.

FIDELITY CLEARING CANADA ®

Keeping You Informed

August 2021

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Medical Professionals

What Entrepreneurs Need to Know About the Post-Pandemic Telehealth Industry
Covid-19 has dominated the headlines for well over a year now, and it's clear that the pandemic has led to significant changes in the healthcare industry ... Learn More ›

 

Business Owners

How small-business owners can save for retirement
While there are perks to being a small-business owner, there are challenges, too. Not the least of which is navigating our tax system, which became significantly more complicated in 2017 with the introduction of new rules... Learn More ›

 

Looking to Retire

Five wealth-building ideas in an era of low interest and potentially higher tax rates
We like to look at the entire financial picture — investments, tax, debt, real estate and insurance — when doing this, since it can take combining a couple of disciplines to create a wealth-building opportunity ...   Learn More ›

 

Who We Serve

 

Medical Professionals
As a medical professional, you may face many of the same issues as other affluent professionals, but you have unique needs,
too.   Learn More ›

 

 

Business Owners
We are familiar with the challenges of entrepreneurship and the unique planning required to pave a smooth financial road.
Learn More ›

 

 

Looking to Retire
You continue to work hard every day, and when you think about your future one question keeps coming up...
Learn More ›

 

Canada’s COVID-19 Economic Response Plan

 

 

Young Professionals
You know your life goals and you work hard. It's time to create habits to reach those goals. Let us show you how.