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Tracy Symington
Senior Investment Advisor At Mandeville Private Client Inc. at Mandeville Private Client
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Work Experience
Senior Investment Advisor At Mandeville Private Client Inc.
Aug 2020 - Present · 4 years and 5 months
HollisWealth®, a division of Industrial Alliance Securities Inc.
Senior Investment Advisor
Oct 2006 - Aug 2020 · 13 years and 10 months
W.H. STUART MUTUALS
Investment Advisor
Oct 1986 - Sep 2006 · 19 years and 11 months
Company Details
At Mandeville, your interests always come first when we suggest solutions or investment approaches. We are dedicated to conducting business with the utmost transparency, professionalism and integrity. We are committed to creating and preserving your wealth. Mandeville Holdings Inc. is the parent company of Mandeville Private Client Inc., Mandeville Insurance Services Inc. and Portland Investment Counsel Inc. The Mandeville group of companies is committed to providing clients with outstanding personal service and high quality products. Mandeville offers a differentiated approach to wealth creation by providing traditional investment products as well as private and alternative investment opportunities. Mandeville Private Client Inc. is a member of the Canadian Investor Protection Fund and a Member of the Investment Industry Regulatory Organization of Canada. Awards: 2018 FundServ Advisor Network/Brokerage of the Year 2017 FundServ Advisor Network/Brokerage of the Year To differentiate yourself and raise your practice to a new standard of excellence please contact info@mandevilleinc.com & Practice Management at 905-331-4255 ext. 7014
Year Founded
2012
Social Media
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Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
1375 Kerns Road Suite 200 Burlington, Ontario L7P 4V7, CA
Keywords
Private/Alternative Investingmanagement softwareinvestment advisorysafety and securitywealth managementwealth management softwareinvestment advisory servicesestate and developmentlead portfoliosettlement services
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