Discretionary Investment Management

Services Discretionary Investment Management

Experience the freedom that discretionary investment management brings, while still benefiting from exclusive access to private and alternative equity opportunities that contribute to your family’s wealth.

Our holistic approach to wealth management involves taking a deep dive into your entire financial picture to truly understand where you are now, and where you’d like to be in the future.

We then develop a customized financial strategy that extends beyond investments to include tax and financial planning, estate planning, insurance, and retirement planning, using a fee-based structure that saves you money and provides long-term value through expert advice and personalized service.

Discretionary investment management from Mandeville Private Client Inc. (“Mandeville”) and DFS Private Wealth takes the worry out of investing as we work towards reaching your family’s financial goals.

Wealth Management Made Simple

With discretionary investment management, we proactively perform transactions on your behalf. This strategy avoids missing any time-sensitive investment opportunities, and saves you from having to return messages or distract you from your day-to-day activities.

As accredited investors, our portfolio managers have exclusive access to private and alternative investments that are unavailable to the general public. You’ll benefit from the same opportunities that public, private, and government pension plans take advantage of when building the financial futures of their members.

Discretionary investment management also brings you lower fees for managed products, which correspond with a higher rate of return as well as lower volatility and market risk.

How Fee-Based Investing Works

With fee-based investing, you get ongoing monitoring of your investment portfolio, which ensures that we won’t miss any opportunities to increase your wealth. We bring an active approach to building your portfolio toward long-term financial gains using public as well as private investments.

You also get personalized, hands-on advice that focuses completely on your financial goals. Our portfolio managers are poised to act as advisors in other areas of your financial picture at no extra cost, and co-ordinate with your other professional advisors.

That’s value you won’t find with commission-based investing, which often just focuses on retirement planning. Mandeville / DFS Private Wealth ensures the complete management of your family’s wealth with customized strategies that work for you.

Why Use an Independent Portfolio Manager?

Unlike other investment firms, the portfolio managers at Mandeville / DFS Private Wealth have the freedom to purchase public and private or alternative products. We’re not bound to sell certain products to our clients, or purchase products to resell you.

Our sole purpose is to buy the right investment products that will increase your family’s wealth, and focus on a customized financial plan that suits your needs now and in the future.

Mandeville / DFS Private Wealth offers the kind of personalized service that only an independent portfolio manager can bring. Our expertise is always just a phone call away.

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With over 60 years of experience, the portfolio managers at Mandeville / DFS Private Wealth provide exceptional wealth management expertise to high net worth families and businesses in Toronto, Mississauga, and Southern Ontario.

If you think your financial picture or investment strategy could use a review, contact us today for a free consultation.

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Discretionary Investment Management in Mississauga, Toronto, and Southern Ontario

Let the financial experts at Mandeville / DFS Private Wealth Estate grow and manage your investment portfolio with customized investment strategies that save you money in fees and taxes while putting you closer to your financial goals. We’re a full-service wealth management firm dedicated to preserving your family’s wealth.