Brian D Driscoll
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Brian D Driscoll Email & Phone Number

CAO & Supervising Portfolio Manager at Mandeville Private Client Inc.
Location: Burlington, Ontario, Canada 15 work roles
1 work email found @mandevilleinc.com 2 phones found area 905 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email b****@mandevilleinc.com
Direct phone (905) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Mandeville Private Client Inc.
Role
CAO & Supervising Portfolio Manager
Location
Burlington, Ontario, Canada
Company size
103 employees

Who is Brian D Driscoll? Overview

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Quick answer

Brian D Driscoll is listed as CAO & Supervising Portfolio Manager at Mandeville Private Client Inc., a company with 103 employees, based in Burlington, Ontario, Canada. AeroLeads shows a work email signal at mandevilleinc.com, phone signal with area code 905, and a matched LinkedIn profile for Brian D Driscoll.

Brian D Driscoll previously worked as Portfolio Manager, Chief Administrative Officer at Mandeville Private Client Inc. and Portfolio Manager, Director - Managed & Fee-Based Accounts at Mandeville Private Client Inc..

Company email context

Email format at Mandeville Private Client Inc.

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{first_initial}{last}@mandevilleinc.com
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AeroLeads found 1 current-domain work email signal for Brian D Driscoll. Compare company email patterns before reaching out.

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Profile bio

About Brian D Driscoll

Senior Investment Dealer Manager helping build a Managed Accounts program that will give Portfolio Managers and Investment Advisors the tools they need to offer best-in-class solutions to all their clients - striving to make ours the platform of choice.

Listed skills include Investments, Portfolio Management, Wealth Management, Mutual Funds, and 18 others.

Current workplace

Brian D Driscoll's current company

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Mandeville Private Client Inc.
Mandeville Private Client Inc.
CAO & Supervising Portfolio Manager
burlington, ontario, canada
Website
mandevilleinc.com
Employees
103
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Company profile
View company profile Email format
15 roles · 37 years

Brian D Driscoll work experience

A career timeline built from the work history available for this profile.

Portfolio Manager & Vice President (Trading & Operations)

Smartbe Investments

Oakville, Ontario, Canada

Jul 2021 - Jan 2022

Supervising Portfolio Manager

Investment Planning Counsel

Mississauga, ON

  • Supervising Portfolio Manager to all Registered Representatives approved for discretionary asset management on the IPC One platform
  • Subject Matter Expert for the development of a new retail portfolio management program, including advising on proprietary trading and portfolio construction tools
  • Chair of the Product Approval Committee
  • Led a team of Corporate Branch Managers and Compliance personnel, overseeing the daily and monthly Supervision functions of a Mutual Fund Dealer… Show more
  • Led a team of Corporate Branch Managers and Compliance personnel, overseeing the daily and monthly Supervision functions of a Mutual Fund Dealer (IPCIC)
  • Managed Compliance requirements for the development and implementation of a Compliance supervision system (PortfolioAid) for the MFDA dealer Show less
Jan 2020 - May 2021

Vice President, Supervising Portfolio Manager, Chief Compliance Officer

Aligned Capital Partners Inc.

Oakville/Burlington

  • OSC Registration: Chief Compliance Officer of Investment Fund Manager (IFM)
  • Worked with senior managers and Compliance personnel overseeing the daily and monthly Supervision functions of a retail principal/agent investment dealer
  • Managed Compliance and Audit functions primarily in a financial planning business, focused on fee-based and Discretionary Managed Account platforms
  • Supervising Portfolio Manager to all Advisors approved for Managed Accounts
Apr 2015 - Dec 2019

Vice President, Portfolio Manager

Burgeonvest Bick Securities Limited
  • Worked with Branch Managers and Compliance, overseeing the daily and monthly Supervision functions
  • Supported advisors in financial planning businesses, focusing on fee-based and Portfolio Management platforms
  • Responsible for the FINTRAC audit of both BBSL and Burgeonvest Insurance Corporation
  • Performed branch reviews, dealing with all aspects of an Investment Dealer’s business
Apr 2011 - Apr 2015

Vice President, Branch Manager, Chief Compliance Officer

Yourcfo Advisory Group Inc.
Jan 2008 - Mar 2011

Vice President

Northern Securities Inc.
  • Performed a complete review of the Retail Sales Business in conjunction with the EVP-Retail and the CFO. This resulted in significant cost savings and a much stronger bottom line
  • Introduced Portfolio Management Software & CRM applications, and Financial Planning tools to increase the retail offering and provide greater efficiencies
  • Overhauled the policies and procedures of the firm- Introduced a Code of Business Conduct- Reassigned roles in the Credit and Compliance… Show more
  • Overhauled the policies and procedures of the firm- Introduced a Code of Business Conduct- Reassigned roles in the Credit and Compliance functions, to better align workloads
  • Developed a training program for the Equity Traders - instituted education targets Show less
2005 - 2006 ~1 yr

Director

Scotia Capital

Ontario Regional Sales Office

2002 - 2005 ~3 yrs

Vice President, Chief Compliance Officer

Burgeonvest Securities Limited
1999 - 2002 ~3 yrs

Compliance Officer

Investment Dealers Association
1998 - 1999 ~1 yr

Risk Manager

Cibc Securities Inc.
1996 - 1998 ~2 yrs

Options Specialist

Td Waterhouse/Marathon Brokerage
1992 - 1996 ~4 yrs

Institutional Gofer

Prudential-Bache Securities Canada Ltd.
1989 - 1990 ~1 yr
Team & coworkers

Colleagues at Mandeville Private Client Inc.

Other employees you can reach at mandevilleinc.com. View company contacts for 103 employees →

RW Ralph Weekes, Cfp Ralph Weekes, Cfp Colleague at Mandeville Private Client Inc.Ontario, Canada, Canada View → ★G ★ Gregory Muldoon, Cfp, Cim ★ Gregory Muldoon, Cfp, Cim Colleague at Mandeville Private Client Inc.Canada, Canada View → GM Gregg Mendes Gregg Mendes Colleague at Mandeville Private Client Inc.Mississauga, Ontario, Canada, Canada View → MP Melissa Percival Melissa Percival Colleague at Mandeville Private Client Inc.Canada, Canada View → MM Mark Mccooeye, Cma, Mba, Cfp, Cim, Tep Mark Mccooeye, Cma, Mba, Cfp, Cim, Tep Colleague at Mandeville Private Client Inc.Ottawa, Ontario, Canada, Canada View → RB Richard Bolduc, Cim, Fcsi Richard Bolduc, Cim, Fcsi Colleague at Mandeville Private Client Inc.Canada, Canada View → MS Michael Smyth, Cim® Michael Smyth, Cim® Colleague at Mandeville Private Client Inc.Ottawa, Ontario, Canada, Canada View → MD Michel Deschenes Michel Deschenes Colleague at Mandeville Private Client Inc.Hamilton, Ontario, Canada, Canada View → EM Erika Miller-Smith Erika Miller-Smith Colleague at Mandeville Private Client Inc.Greater Ottawa Metropolitan Area, Canada View → JC Jason Chanyi Jason Chanyi Colleague at Mandeville Private Client Inc.London, Ontario, Canada, Canada View →
FAQ

Frequently asked questions about Brian D Driscoll

Quick answers generated from the profile data available on this page.

What company does Brian D Driscoll work for?

Brian D Driscoll works for Mandeville Private Client Inc..

What is Brian D Driscoll's role at Mandeville Private Client Inc.?

Brian D Driscoll is listed as CAO & Supervising Portfolio Manager at Mandeville Private Client Inc..

What is Brian D Driscoll's email address?

AeroLeads has found 1 work email signal at @mandevilleinc.com for Brian D Driscoll at Mandeville Private Client Inc..

What is Brian D Driscoll's phone number?

AeroLeads has found 2 phone signal(s) with area code 905 for Brian D Driscoll at Mandeville Private Client Inc..

Where is Brian D Driscoll based?

Brian D Driscoll is based in Burlington, Ontario, Canada while working with Mandeville Private Client Inc..

What companies has Brian D Driscoll worked for?

Brian D Driscoll has worked for Mandeville Private Client Inc., Smartbe Investments, Investment Planning Counsel, Aligned Capital Partners Inc., and Burgeonvest Bick Securities Limited.

Who are Brian D Driscoll's colleagues at Mandeville Private Client Inc.?

Brian D Driscoll's colleagues at Mandeville Private Client Inc. include Ralph Weekes, Cfp, ★ Gregory Muldoon, Cfp, Cim, Gregg Mendes, Melissa Percival, and Mark Mccooeye, Cma, Mba, Cfp, Cim, Tep.

How can I contact Brian D Driscoll?

You can use AeroLeads to view verified contact signals for Brian D Driscoll at Mandeville Private Client Inc., including work email, phone, and LinkedIn data when available.

What skills is Brian D Driscoll known for?

Brian D Driscoll is listed with skills including Investments, Portfolio Management, Wealth Management, Mutual Funds, Securities, Equities, Strategic Financial Planning, and Investment Management.

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