We are a tight knit-team of professionals with over 80 years of combined experience. Together, we provide business owners and high-net-worth Canadians with the best-in-class solutions they need to grow their business and build their wealth. Our difference is simple. We integrate wealth management, risk management, and personal finance planning to help you be as tax smart as possible over your lifetime.Visit our website for more information lifecyclewealth.com

I run the office and manage the day to day business operations. Besides administrative tasks and client servicing duties I also prepare correspondences, presentations, reports, agendas, mailers and marketing initiatives.

As a Mandeville representative, I seek to align my client portfolios to resemble those of the wealthiest people in the world who have an equal asset allocation between public and private investments. I provide access to tax efficient stocks, mutual funds and an array of exempt market products. As an Investment Advisor, I help my clients choose the right investment strategy to align with their risk tolerance and future goals. Managing primarily corporate investment accounts, I specialize with business owners and help them minimize tax on their passive income over their lifetime. I provide access to multiple public and private investment options for infinite diversification to ones investment portfolio. The wealthy invest differently, we can show you how! *Mandeville Private Client Inc. is a member of the Canadian Investor Protection Fund and IIROC.