Personal & Individual Pension Plans

Mitch McLean believes that every Canadian should have an opportunity to participate in a pension plan and create wealth for their future whether they work for the Government, a public company, a private company, or self employed.

A pension plan can be an essential part to obtaining financial freedom by providing stable income to take some of the guesswork out of retirement income planning. Utilizing Private investments, within your pension plan, can be beneficial, as private investments have several key differences from public securities.

Unlike public securities which are tradable every business day, and are marked-to-market every minute, or every day, private and alternative investments:

- Dampen overall portfolio volatility as they are not marked-to-market daily

- May have high long-term growth potential

Role Models

The world's most successful investors, such as Warren Buffett, and large institutions, like the Canada Pension Plan (CPP), have achieved their impressive track record by diversifying their investment portfolios across a mix of public, private, and alternative investments.

At Mandeville Private Client Inc, we recognize that many individual investors share the same investment needs and goals as these role models. That's why we seek to emulate their investment strategies by offering our clients access to high-quality traditional public investments, which provide liquidity and an opportunity for long-tern growth, as well as private and alternative investments, which have the potential to dampen volatility and provide long-term growth.

By providing a range of investment options across different asset classes, we aim to help our clients achieve their financial objectives while minimizing risk. We believe that a diversified portfolio is key to successful investing, and we strive to offer our clients the same access to a well-rounded investment mix as the world's most successful investors and institutions.

Provide Access

Mandeville Private Client Inc's Private Mandates offer investors the opportunity to access private investments that were previously only available to a select group of wealthy investors.

This approach allows us to democratize access to private investments for all investors. Before April 2015, only accredited investors - those with a high net worth or income - were able to participate in private/alternative offerings.

However, securities rules changed in April 2015, allowing investors who do not meet the accredited investor definition to invest in these offerings through a registered portfolio manager.

At Mandeville Private Client Inc. our Private Mandates provide our clients with access to private investments that were previously inaccessible to many investors. These investments have the potential for significant long-term growth and diversification benefits.

At Mandeville Private Client Inc., we believe that democratizing access to private investments is an important step towards creating a more inclusive and fair investment landscape. Our Private Mandates allow investors of all backgrounds to benefit from the potential opportunities of private investments and to take advantage of the potential for diversification in their investment portfolios.

A Disciplined Framework

Finally, we provide the framework for investment that emulates the strategies of the world's most successful institutional investors and wealthy families. By diversifying across a mix of public and private investments, these investors have created lasting wealth over the long term.

Our goal is to democratize private investment opportunities for wealth creation by providing our clients with access to quality private investments that were once only available to the ultra-high net worth and institutional investors.

Through our Private Mandates, we offer clients the potential for significant long-term growth and diversification benefits. We use disciplined investment techniques to ensure that our clients' portfolios are well-diversified and aligned with their long-term financial objectives.

By following in the footsteps of the world's most successful investors, we aim to provide our clients with the best possible investment framework to help them achieve their financial goals.