Our Strength and Global Reach

As a client of KWM and the Mandeville group of companies, you will have ACCESS to the benefits of our family office resources (via Portland Holdings Inc.’s conglomeration), which means you will have the unique opportunity to invest in the high quality offerings alongside some of the world’s most successful institutions and affluent investors.

Mandeville Inc.

www.mandevilleinc.com


Mandeville’s mission is to preserve and build clients' wealth by providing wealth creation services and solutions to individuals, institutions, foundations, and not-for-profit organizations in a manner that is consistent with the worlds largest and most successful institutional and high net worth investors.

Portland Investment Counsel

www.portlandic.com


The wealthy invest differently, at Portland we have recognized this and have made it our mission to provide wealth seeking investors with ACCESS to the highest quality private and alternative opportunities typically reserved for the affluent and institutional investors.

Fidelity Clearing Canada

www.clearing.fidelity.ca


Fidelity is a global Leader in the delivery and servicing of investment accounts. It has access to a vast global network of expertise which benefits Mandeville and its Canadian clients.

Fidelity is backed by the strength and confidence of the largest brokerage platform in the United States, Fidelity Clearing and Custody Solutions (FCCS). As the largest brokerage platform in the US, FCSS serves over 950 clearing and custody firm clients, representing $2.0 trillion in assets under management and more than 6 million accounts.

It's never too late to start, we'll be ready when you are

Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy