Mentorship Wealth Management
offers a comprehensive suite of investment products and services that are designed to address a wide range of financial needs.
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Our firm is committed to service excellence and options which are tailored to fit the financial goals and investment needs of our clientele.
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 an RRSP saves individuals money today through tax savings and can provide you with a larger investment portfolio at retirement. The optimal way for you to build retirement savings is through regular contributions. An RRSP is most effective when contributions are maximized each year.
SAVING FOR YOUR CHILDREN'S FUTURE
Registered Education Savings Plan (RESP)
As the cost of post-secondary education continues to rise, saving for your child's education is more critical than ever. Opening an RESP is an opportunity to start saving for your child's education early plus you can take advantage of the Canadian Education Savings Grant (CESG).
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Let's get your money working for you today.
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Did you know...
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You can contribute up to a maximum of $50,000 for each child you name as a beneficiary in an RESP.
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You can receive the Canada Education Savings Grant (CESG). Maximum per year is $500 (carry-forward of grant room can allow to $1,000 per year).
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Choose from a wide range of mutual funds to help the money grow.
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Your contributions can grow every year on a tax-deferred basis.
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When RESP grants and earnings are withdrawn for educational purposes, they are taxed at the student's tax rate, which is typically low.
BANKING SOLUTIONS
SHORT TERM SAVINGS VEHICLES
Protect and grown your short term assets with high yield savings options.
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INVESTMENT SAVINGS ACCOUNTS
Just because you need a secure place to invest your cash, it doesn't mean you should accept a low rate of return. The Investment Savings Accounts we offer provides three key benefits you look for in a low-risk investment:
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Security
Unlike investments that can decrease in value, Investment Savings Accounts provide the security of a deposit account.
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Convenience
With this account, there are no maturity dates to worry about, your money is never locked-in and transactions settle the following business day.
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Growth
The account features a premium interest rate that applies to every dollar in your account, which means your cash can work harder than ever.
