History
Summit Private Wealth is a leading multi-family office built on a vision of providing innovative financial solutions, premier advisory services and a commitment to filling a void in the financial planning industry. Collectively, we bring over 95 years of experience from a wealth of diverse backgrounds ranging from Engineering, Computer Science, Athletics to Finance. As such, we bring a structured and disciplined process to wealth management.
Vision
Summit’s vision is to be the most professional family and business advisory practice in the world. Our primary commitment will be financial stewardship towards our clients and their families, and as their confidant, bring unparalleled leadership in providing tailored wealth management services to high net worth individuals.
Mission
Summit’s mission is to help our clients and their families attain financial peace of mind. We accomplish this by providing quality care and support especially in periods of uncertainty, adding value by planning with a team of professional experts, and by implementing simple and sensible strategies to help them reach their financial goals.
Our Dealership
Our relationship with Mandeville Private Client Inc. is rooted in our value of working independently and remaining unbiased in our approach. We enjoy the benefits of being affiliated to a dealership and a global group with over 30 years of experience as owners, operators and investors with a global footprint of over $6.25 billion, while maintaining the character and soul of a boutique firm.
“The Mandeville Difference” lies in upholding the principles of wealth creation for Canadians and providing them access to tools and products that are truly aligned with these principals. They firmly believe that “The Wealthy Invest Differently”.
The experience Mandeville has gathered in both the private and public domain gives them a unique perspective. They are an entrepreneurial firm lead by an experienced and knowledgeable executive team who built Berkshire Financial Group into Canada’s largest independent dealership prior to its purchase by Manulife Financial.
Mandeville’s executive team is very active in the financial services industry. Several members of the team sit, or have sat, on various regulatory boards, are involved in industry associations and committees, and collaborate with regulators in matters affecting advisors and clients.
Safety & Security
The framework within which Mandeville operates is highly regulated. Mandeville Private Client Inc. is registered in all provinces across Canada and is a member of the Investment Industry Regulatory Organization of Canada (IIROC), which is a self-regulatory organization (SRO) recognized by provincial securities regulators. Advisors working under Mandeville must be licensed and monitored by the appropriate regulators.
At Mandeville Private Client Inc., customers’ accounts are protected by the Canadian Investor Protection Fund (CIPF) within specified limits. A brochure describing the nature and limits of coverage is available upon request. Canada benefits from one of the most rigorous reporting frameworks in the world and therefore, like all other dealers, Mandeville is monitored by the regulators on a monthly basis.
Mandeville Private Client Inc. has partnered with Fidelity Clearing Canada ULC (FCC) to provide clients with their global expertise in record keeping, trade execution and custody services. Records and assets are secure under the care and control of one of Canada’s top financial organizations.
Fidelity is one of the largest financial institutions in the world and has had a presence in Canada for more than 20 years. The executive team at Fidelity brings an average of 25 years of experience in the Canadian financial industry. They are a global leader in the delivery and servicing of investment accounts, managing over $3.2 trillion in total custodied assets.
Mandeville clients can count on Fidelity’s strength and stability to safeguard their investments. Accounts are safe and secure as both Mandeville Private Client Inc. and FCC are members of the CIPF.
We bring a truly holistic perspective to wealth management and provide core competencies in the areas of portfolio management, retirement solutions, advanced tax strategies, sophisticated estate planning. We feel that in order to help our clients grow in today’s modern financial world, innovation is paramount while still maintaining a commitment to traditional values.
