SERVICES
Mentorship Wealth Management offers a comprehensive suite of investment products and services that are designed to address a wide range of financial needs. Our firm is committed to service excellence and options which are tailored to fit the financial goals and investment needs of our clientele.
Products and services include:
Stocks and Bonds
We provide our clients with sound advice to select among the myriad of choices available to those which will better suit their individual financial objectives
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.
Privately Managed Portfolio and The Prestige Program
We offer our clients the option to have a separately managed account through a Prestige Private Account Program. This sophisticated program grants clients access to world class portfolio managers who are dedicated to managing their money on an individual basis taking into account their unique needs and objectives.
Prosperity Program
The Prosperity Program bundles the services you see as essential – the ancillary investment advice, planning services and expertise of your Mandeville Private Client Inc. advisor for one fee.
The Prosperity Program fee is based on your relationship with your Mandeville Private Client Inc. advisor rather than on commissions, thereby ensuring complete objectivity in the decision making process.
Registered Retirement Savings Plans (RRSP); Group Retirement Plans, Registered Pension Plans, Deferred Profit Sharing Plans
We assist our clients to help save and plan for their retirement.
Tax Free Savings Account or TFSA
In 2009, the government introduced the TFSA. Canadian citizens (age 18 and elder) is now able to open a TFSA with the opportunity to currently save up to a cumulative contribution limit of $81,500 and a 2019 contribution limit of $6,000. We assist our clients with a variety of investment options to maximize their savings.
Money Products: Daily Interest Accounts
We offer our clients the opportunity to invest in cash without having to settle for a low rate of return.
Registered Education Savings Plan (RESP)
With the help of an RESP you, as a parent, friend or family member, can start putting aside money for a child's post-secondary education. Your contributions can grow surprisingly 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.
Banking and Mortgage Products
Mentorship Wealth Management works with Mandeville Private Client Inc. to offer our clients a wide range of products and services such as loans, line of credit, banking solutions and mortgage products.
Telephone and Online Banking
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.
To learn more about our products and services, contact us today!
