Mentorship Wealth Management
offers a comprehensive suite of investment products and services designed to meet a broad spectrum of financial needs.
We are committed to delivering service excellence and providing personalized solutions tailored to align with each client’s unique financial goals and investment objectives.
Products & Services
Stocks and Bonds
We provide our clients with sound advice by applying proven capital allocation strategies.
Prosperity Program
One size does not fit all, therefore Mandeville is pleased to offer the Prosperity fee-based program. It is for those clients who want an approach from their advisor that has 'relationship' and 'alignment of interest' as the foundation. The Prosperity Program provides a high degree of flexibility for advisors and clients in order to respond to all stages of the relationship. The Prosperity Program is designed to meet the demand of high net worth investors for fee based relationships. We offer you a well stewarded, transparent and customized solution to creating and managing your wealth.
Online Banking Services
Our clients can deposit funds to their registered and non-registered accounts using the telephone and online banking services. From the comfort of your own home you can deposit funds, contribute to your RRSP and TFSA accounts.
Mutual Funds
We have access to a wide range of mutual funds that suit various risk and return profiles. Our mandate is to help our clients choose the mutual funds that are suitable for them.
Mandeville Privately Managed Portfolios
Mandeville Privately Managed Portfolios are designed for clients who are seeking a personalized relationship with their advisor based on trust, transparency and ease of doing business. In a Privately Managed Portfolio, the client delegates the investment decision making process to a professional Portfolio Manager. Portfolio Managers are in a class of their own as they represent the highest standard in industry experience and practice excellence as well as hold higher professional education and industry credentials.
Registered Retirement Savings Plans (RRSP); Group Retirement Plans, Registered Pension Plans, Deferred Profit Sharing
We assist our clients to help save and plan for their retirement.
Registered Education Savings Plan (RESP)
With the help of an RESP you, as a parent, friend or family member, can start putting money aside for a child's education. Your contributions can grow quickly when you use this special savings account, as the Government of Canada offers the Canada Education Savings Grant and the Canada Learning Bond exclusive to RESP. We help our clients determine the RESP investments that are right for them depending on the client's personal needs and objectives.
Tax Free Savings Account or TFSA
The Tax-Free Savings Account (TFSA) program began in 2009. It is a way for individuals who are 18 and older and who have a valid social insurance number (SIN) to set money aside tax-free throughout their lifetime. Contributions to a TFSA are not deductible for income tax purposes. Any amount contributed as well as any income earned in the account (for example, investment income and capital gains) is generally tax-free, even when it is withdrawn. Administrative or other fees in relation to TFSA and any interest or money borrowed to contribute to a TFSA are not tax deductible.
Solutions
SAVING ENOUGH FOR RETIREMENT
Contributing to a Registered Retirement Savings Plan (RRSP) not only provides immediate tax savings but also helps grow your investment portfolio for the future. The most effective way to build your retirement savings is through consistent, regular contributions. To get the most out of your RRSP, it's important to maximize your contributions each year.
SAVING FOR YOUR CHILDREN'S FUTURE
Registered Education Savings Plan (RESP)
As the cost of post-secondary education continues to rise, planning ahead is more important than ever. Opening an RESP allows you to start saving early for your child’s education, while taking advantage of valuable government incentives like the Canada Education Savings Grant (CESG).
​
Let's get your money working for you today.
​
Did you know...
-
You can contribute up to $50,000 per child named as a beneficiary.
-
The CESG offers up to $500 per year, and if you have unused grant room, you may be eligible for up to $1,000 annually.
-
You have access to a wide range of mutual fund options to help your savings grow.
-
Investments grow tax-deferred, maximizing long-term potential.
-
When funds are withdrawn for education, they are taxed at the student’s income level, which is typically lower, making it a tax-efficient way to fund education.
BANKING SOLUTIONS
SHORT-TERM SAVINGS VEHICLES
Protect and grow your short-term assets with high-yield savings solutions designed to provide both security and performance.
​
INVESTMENT SAVINGS ACCOUNTS
Just because you want a safe place to hold your cash doesn’t mean you should settle for low returns. Our Investment Savings Accounts offer the ideal balance of security, accessibility, and growth:
​
Security
Unlike market-based investments, Investment Savings Accounts offer the peace of mind that comes with a deposit-style account.
​
Convenience
With no maturity dates and next-business-day settlement, your funds are never locked in, giving you flexibility when you need it most.
​
Growth
Earn a premium interest rate on every dollar in your account, so your money works harder for you, without the added risk.
