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Mandeville Private Client

Mandeville Private Client

Financial ServicesFlag of CABurlington, Ontario, Canada101-200 Employees

Company overview

Headquarters1375 Kerns Road, Suite 200, Burlington, Ontario L7P 4V7, CA
Phone number+19053314255
Website
NAICS52
SIC621
Keywords
Private/Alternative Investing
Founded2012
Employees101-200
Socials

Key Contacts at Mandeville Private Client

Flag of CA

Michel Deschenes

Director Of Business Development

Flag of CA

Gene Kim

Branch Owner, Portfolio Manager, Private Wealth Manager

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Kristina Honchar

Director, Product & Portfolio Management

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Jonathan Showers

Branch Owner & Senior Investment Advisor

Mandeville Private Client Email Formats

Mandeville Private Client uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@mandevilleinc.com), used 50% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@mandevilleinc.com
50%
{first initial}{last name}
jdoe@mandevilleinc.com
37.5%
{last name}
doe@mandevilleinc.com
12.5%

About Mandeville Private Client

At Mandeville, your interests always come first when we suggest solutions or investment approaches. We are dedicated to conducting business with the utmost transparency, professionalism and integrity. We are committed to creating and preserving your wealth. Mandeville Holdings Inc. is the parent company of Mandeville Private Client Inc., Mandeville Insurance Services Inc. and Portland Investment Counsel Inc. The Mandeville group of companies is committed to providing clients with outstanding personal service and high quality products. Mandeville offers a differentiated approach to wealth creation by providing traditional investment products as well as private and alternative investment opportunities. Mandeville Private Client Inc. is a member of the Canadian Investor Protection Fund and a Member of the Investment Industry Regulatory Organization of Canada. Awards: 2018 FundServ Advisor Network/Brokerage of the Year 2017 FundServ Advisor Network/Brokerage of the Year To differentiate yourself and raise your practice to a new standard of excellence please contact info@mandevilleinc.com & Practice Management at 905-331-4255 ext. 7014

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Mandeville Private Client revenue & valuation

Annual revenue$9,667,715
Revenue per employee$86,000
Estimated valuation?$31,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry
Manager
Senior

Employees by Department

Mandeville Private Client has 64 employees across 6 departments.

Departments

Number of employees

Funding Data

Mandeville Private Client has never raised funding before.

Mandeville Private Client Tech Stack

Discover the technologies and tools that power Mandeville Private Client's digital infrastructure, from frameworks to analytics platforms.

Windows Server

Windows Server

Operating systems

Swiper

Swiper

JavaScript libraries

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

Hammer.js

Hammer.js

JavaScript libraries

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Bootstrap

Bootstrap

UI frameworks

Microsoft ASP.NET

Microsoft ASP.NET

Web frameworks

Moment.js

Moment.js

JavaScript libraries

Frequently asked questions

Mandeville Private Client is located in Burlington, Ontario, CA.
You can reach Mandeville Private Client at +19053314255.
Mandeville Private Client was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.
Mandeville Private Client has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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