News
Spring 2023
The Iron Lady spoke those words in her speech to London’s retiring Lord Mayor in 1979. She was referring to government overspending but it makes for a fun intellectual indulgence to imagine how the former Prime Minister of the UK, known for her austerity measures, would react to the dizzying past year of central bank rate hikes. After all, the Piper demands payment eventually.
Read moreWinter 2023
As 2022 draws to a close a sigh of relief can be felt throughout the markets. Inflation and the interest rate surprises of 2022 frighten us ever-so-slightly less, if only because the year is over. While it may be too soon for optimism, it does seem time to embrace the year-end mantra of, New Year, new you, for markets and the investment landscape.
Read moreAutumn 2022
For most of 2022, inflation around the world was rising as a consequence of pandemic related policy actions, supply chain disruptions, and rising food/energy prices resulting from Russia’s invasion of Ukraine.
Read moreSummer 2022
Legendary investor Warren Buffet believes in investing for the long-term and encourages others to “only buy something that [they’d] be perfectly happy to hold if the market shut down for ten years”. While this mentality may not be for the faint of heart, having a solid plan, clear long term goals and open communication with your Mandeville advisor can help you weather the storm and help get you home to your investment objectives.
Read moreQ1 2022
President Putin seems to have misjudged the tolerance of the international community, been deficient in planning and misjudged the chaos that the Ukrainian people would unleash.
Read moreQ4 2021
Although North American equity indices have steadily climbed year-to-date, index performance hides much of the choppiness that lies beneath its surface. Last quarter, we cautioned investors about the risks of normalizing economic growth & above-average inflation, and are now beginning to see softness appear in broad-based economic data.
Read moreQ3 2021
In the pandemic’s early days, policymakers’ major concerns were predicated on whether or not unprecedented stimulus measures would be enough to rejuvenate the economy from the worst global recession since the Great Financial Crisis. Chief among which was whether or not there would be an economic rebound strong enough to prevent broad-based GDP deterioration and/or lasting unemployment.
Read moreQ1 2021
The first quarter of 2021 brought a change in leadership, not just in Washington, but in all corners of the market. That which had been hot for so long, ceased to be, while that which had been cold, warmed up. Dividend stocks rose, the energy sector bested them all, and inflation reared its head.
Read moreQ2 2020
Global financial markets which where ravaged through the later half of the first quarter of 2020 as the COVID-19 pandemic spread virulently across the globe, have rebounded nearly as quickly on the relief of unprecedented monetary and fiscal stimulus and signs of economic turnaround as business shutdowns have eased and economic activity began to return for many sectors of the global economy.
Read moreQ1 2020
A ten plus year bull market for global equities has finally come to an end–brought to its knees by the effects of a tiny and invisible enemy, yet one so powerful and potentially pervasive that governments, financial markets and society as a whole appear consumed by its grasps.
Read moreQ3 2019
Global markets had another eventful quarter amid elevated geopolitical uncertainty and a slowing global economy.
Read moreQ2 2019
After a wild and disappointing Q4 2018, global markets rebounded sharply from last year’s sell-off and positive momentum has generally carried forward through the second quarter of 2019.
Read moreQ1 2019
The fourth quarter of last year was challenging for most investors. Contractions across all major asset classes resulted in negative returns for 2018, despite significant expansion in the global economy.
Read moreArticles
Portland Holdings Investco Limited and MBM Holding of Dubai sign an MOU
MBM Holding (“MBM”), one of UAE’s most successful and rapidly growing private conglomerates, and Portland Holdings Investco Limited (“Portland”), a related entity of Portland Holdings, a privately held investment firm based in Burlington, Ontario, Canada, are pleased to announce that they have entered into a memorandum of understanding (“MOU”) to collaborate on a range of co-investments and partnerships primarily in the areas of nuclear medicine and targeted radionuclide therapy (“TRT”), and nuclear and clean energy.
Further enhancements to Mandeville Vault
Mandeville Private Client Inc. further enhances client experience by providing access to Mandeville Vault via its mobile app
Frank Laferriere:
What does the future of advice look like?
Frank Laferierre, COO of Mandeville Private Client Inc., on meeting the needs of millennials and keeping an eye on Web 3.0
Michael Lee-Chin
Tackling the world's most urgent needs
Michael Lee-Chin, President and Chairman of Portland Holdings, believes the next big investment opportunities are global issues – and he's already investing in the future
Michael Lee-Chin
Levelling up in style
Mandeville’s 2022 advisor conference in beautiful Banff featured lively debate, inspiring speakers, investment strategy ... and a final-night hoedown
Michael Lee-Chin
‘Titan of Jamaican business’ inducted into PSOJ Hall of Fame
Tackling the world's most urgent needs
CNL and Portland Holdings Sign MOU
Mandeville Launches Mandeville Vault
A Message from our Chief Operating Officer
Veteran investor Michael Lee-Chin on what he is looking for in 2022
The billionaire and founder of investment firm Portland Holdings also shares his thoughts on Bitcoin, public markets and niche health-care investing
Investment Loan Program Announced
Mandeville Private Client Inc. Enters Into Arrangement With Duca Financial Services Credit Union To Offer Investment Loan Program
WP-Other Life piece featuring Michelle Hastick-Cowell
Michelle Hastick-Cowell sees many parallels between her track and field career and her work as an investment advisor
WP Top Teams feature on Michael Prittie and his team in Ottawa
This September will mark 34 years in the wealth management industry for Michael Prittie
WP-Other Life piece featuring Michelle Hastick-Cowell
Michelle Hastick-Cowell sees many parallels between her track and field career and her work as an investment advisor
Sean Moir - Mandeville’s investment philosophy
The firm is well-known for its strategy of using private and alternative investment vehicles.
Emphasizing Differentiation
Mandeville advisors came together at the recent Mandeville Advisor Conference in Halifax to share ideas and best practices and gain insight on how to set their practices apart
Goodman to honour visionary entrepreneur Michael Lee-Chin
Prominent entrepreneur Michael Lee-Chin has been selected as the Goodman School of Business 2019 Distinguished Leader.
ARTICLE ARTICLEDemocratizing opportunities for investors
WPC talked to Portland Holdings chairman and CEO Michael Lee-Chin about how advisors can differentiate themselves by opening up new avenues of investment for their clients
Mandeville COO, Frank Laferriere is featured as an Industry Icon in the recent issue of Wealth Professional magazine.
Frank Laferriere has always had an appreciation for advisors. Now, as SVP and COO of Mandeville Private Client, he’s helping advisors differentiate themselves by finding new avenues to create wealth for their clients.
Video
Michael Lee-Chin on WP Talk Podcast
Michael Lee-Chin's latest investments tackle world's most urgent needs
Frank Laferriere on WP Talk Podcast
How to connect with the next generation
Mandeville Advisor Conference
Wealth Professional Coverage of the 2022 Mandeville Advisor Conference
The Mandeville LEVEL UP 2022 Advisor Conference WPTV - Mandeville Advisor Conference - Level UpLeadership tips from Michael Lee Chin
The Portland Holdings and Mandeville Group chairman and CEO shares some advice on how to become a successful leader.
Mandeville CIO on AM 680
Crisis and recovery
Sean Moir - CKTB 610 am
A look at the markets
Mandeville PM Sean Moir on AM 680
What will be the new normal?
BNN Interview
Michael Lee-Chin teams up with Lanterra for 42-storey Toronto condo
PART 1 PART 2Michael Lee-Chin's keynote presentation to the World Bank/Miami Herald Forum
Video of Michael Lee-Chin's keynote presentation to the World Bank/Miami Herald Forum on the Caribbean
Ontario Teachers CIO: We Want 64% or so in Private Assets
Bjarne Graven Larsen, Ontario Teachers' Pension Plan chief investment officer, talks with Bloomberg's Erik Schatzker at the Capitalize for Kids Investors Conference in Toronto. (Source: Bloomberg)
Why do the CPP's investments look nothing like your RRSP?
Mark Wiseman, President & CEO, CPP Investment Board discusses accessing alternative investments.
For more great videos, go to our YouTube Channel:
Other Resources
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Press Releases
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Industry Links
- Portland Holdings Investco Limited and MBM Holding of Dubai sign an MOU
- CNL and Portland Holdings Sign MOU to Address the World’s Climate and Health Challenges
- Mandeville Private Client Inc Launches Mandeville Vault with FutureVault
- MANDEVILLE PRIVATE CLIENT INC. LAUNCHES INTERACTIVE MOBILE APP PROMOTING FINANCIAL LITERACY
- MANDEVILLE ENHANCES ADVISOR PRACTICES WITH INVESTMENT ADVISORY SERVICES TO U.S. RESIDENTS
- Mandeville Private Client Inc. Enters Into Arrangement With DUCA Financial Services Credit Union to Offer Investment Loan Program
- Mandeville is a Finalist for the Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year and Digital Innovator of the Year Award!
- Mandeville continues to enhance advisor experience with financial data platform
- Mandeville Private Client Inc. Continues to Enhance Advisor and Client Experience with Text Messaging Solution
- Mandeville Private Client Inc. Continues to Enhance Advisor and Client Experience With Content Marketing Solution
- Mandeville is a Finalist for the Fundserv Award for Advisor Network/Brokerage of the Year
- Smart Money Capital Management Inc. and Mandeville Private Client Inc. Democratizing Wealth for Canadians
- Mandeville Provides Unprecedented Access to Investments on the Jamaica Stock Exchange
- Mandeville Private Client Inc. continues to enhance advisor and client experience with content marketing solution
- Mandeville Private Client Inc. launches its new portfolio management and trading system
- Mandeville is pleased to announce the successful implementation of a new digital client onboarding solution for its advisors.
- Mandeville launches ETF offering
News Archives
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2019
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2018
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2017
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2016
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2015
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2014
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2013
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2012
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Mandeville announces pioneering access to Jamaica Stock Exchange
MORE
PRESS RELEASE -
Michael Lee-Chin appointed to the Order of Ontario
PRESS RELEASE
VIDEO - Mandeville visits the tenth annual EnTrustPermal Investment Summit in New York
- Mandeville wins the Fundserv Award
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Mandeville continues to enhance advisor experience with
financial data platform
Mandeville is pleased to announce that it will now provide its advisors with access to the Refinitiv (formerly Thomson Reuters Financial & Risk) strategic desktop proposition Eikon.
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Mutual
funds mogul Michael Lee-Chin on why advisers need to step up
their game
The billionaire philanthropist, CEO of Portland Holdings and chair of National Commercial Bank of Jamaica, on what turned him against the mutual fund business and why investors should be looking for public companies that act like private ones
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Mandeville Private Client Inc. Adds Text
Messaging Solution to Client Experience
Mandeville Private Client Inc. ("Mandeville") is pleased to announce that it has secured a solution for its advisors and their clients which will enable business communications via text messaging.
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Jamaica's
World-Beating 233% Stock Rally Continues Full Steam
Jamaica’s spectacular stock market rally, the world’s biggest over the last five years, shows no sign of losing steam.
VIDEO - Michael Lee-Chin Discusses the JSE as well as the EGC Agenda -
Mandeville Continues to Enhance Advisor and
Client Experience With Content Marketing Solution
This relationship will provide Mandeville advisors with access to curated and fully licensed content from the world's most credible news sources to create engaging digital experiences for their clients and prospective clients - from newsletters, emails, website posts and social media posts.
- Market Perspective Q4 2018
Global equity markets pulled back sharply through the fourth quarter of 2018 and particularly through the final month of the year, resulting in markedly negative returns across most regions.
Read more - Market Perspective Q3 2018
Canadian equities continued to struggle in the third quarter with the S&P/TSX Composite delivering a total return of 1.37%, negatively impacted by losses in Energy (-5.7%), Materials (-12.9%) and Consumer Discretionary stocks (-8.0%).
Read more - Market Perspective April 2018
Extending the exuberance that the broader markets enjoyed through the fourth quarter of 2017 into the early part of the new year, Canadian equities started off 2018 strong but experienced a sharp pull back by late January, raising memories of 2008 and feeding fears that high current valuations and a protracted bull cycle might be signaling an inflection point.
Read more - Market Perspective January 2018
Canadian equity markets rallied in the second half of the year but stock performance lagged on a global relative basis despite Canada having one of the strongest performing economies of the G7 in 2017.
Read more -
Mandeville announces pioneering access to Jamaica Stock Exchange
MORE
PRESS RELEASE -
Michael Lee-Chin appointed to the Order of Ontario
PRESS RELEASE
VIDEO - Mandeville visits the tenth annual EnTrustPermal Investment Summit in New York
- Mandeville wins the Fundserv Award
- September 2017
Canadian equities have been laggards on a global relative basis with the S&P/TSX Composite and S&P/TSX Venture each returning less than 2% year-to-date.
Read more - PCMA Award Winner!
- Mandeville Private Client Inc. Wins Award!
- Autocratic leadership works if you follow these five guidelines
- NCB Financial Group Limited (‘NCBFG’) announces launch of take-over bid
- BNN - Billionaire Michael Lee-Chin's role in growing Jamaica's economy
- WP Magazine - Outstanding Teams
- Economic Growth Council
- Why wealthy families lose their fortunes in three generations
- WP Magazine - The Rules of Wealth
- How to keep clients happy when markets are struggling
- Market Perspective - November/December 2016
Volatility in the financial markets picked up during the month of September and continued into October after relatively smooth sailing throughout August.
Read more - Why do the CPP's investments look nothing like your RRSP?
- Michael Lee-Chin appointed the Chairman of the Government of Jamaica’s Economic Growth Council (EGC)
- EGC Forum, Rallying a country to greatness.
- Economic Growth Council (EGC) Report
- Economic Growth Council (EGC) Press Release
- Michael Lee-Chin aims for 5% annual GDP growth
- How can the EGC help Jamaica achieve 5% economic growth?
- Lee-Chin heads Economic Growth Council
- For More Links and Information about Economic Growth Council (EGC), Go Here
- OMERS Sees `Enormous' Opportunities Beyond Stock, Bond Investing
- Ontario Teachers CIO: We Want 64% or So in Private Assets
- WP Magazine - Outstanding Teams
- How to keep clients happy when markets are struggling
- WP Magazine - The Rules of Wealth
- CPA Magazine - The secrets to his success
- Congratulations to Mandeville Advisor Gene Kim on his 2016 IIAC Top Under 40 Award nomination
- ACCESS 2016 Burlington
- Wealth Professional Magazine: FORMULA FOR SUCCESS
- Wealth Professional Magazine: Women of Influence
- Investment Executive: "Michael Lee-Chin’s plan to ensure your wealthy clients’ children stay that way"
- Investing Experts Speaker Series @ Rotman: Michael Lee-Chin, "The Wealthy Invest Differently – Opportunities Typically Reserved for Affluent and Institutional Investors" - HIGHLIGHT VIDEO
- Wealth Professional Magazine Q&A feature with Mandeville Advisor Michael Prittie - 'Is Private Equity in for a Growth Spurt?
- Access Toronto 2015
- Business News Network
- ACCESS 2015 Comes to Montreal!
- Pick individual advisers; don't worry about where they work
- Global energy demand sparking long-term power shift to Calgary
- Black Enterprise interview with Michael Lee-Chin
- ACCESS June 2015 Event
- Investment guru Michael Lee-Chin recognized with the Lifetime Achievement Award
- The CFA Society Toronto Award For Outstanding Advisor, Alternative Investments
- Wealth Professional Advisor Profile: Gene Kim
- Michael Lee-Chin receives the A.G. Gaston Lifetime Achievement Award
- Portland’s Michael Lee-Chin to win PE bet with $3 bln sale of Columbus
- Michael Lee-Chin on PBS's The World Show"
- Investor "swims upstream"
- Private Market Investing: differences, benefits and opportunities
- The Globe & Mail - Canada Pension Plan head sees investment opportunities in oil patch - Note that the concentration of private equities is greater than public equities.
- BURLINGTON: ACCESS 2014
- VIDEO: The Power of Access 2014
- Philanthropist Michael Lee-Chin donates $10 million to Joseph Brant Hospital
- Mandeville launches ETF offering
- ADVISOR.CA - PRIMER ON PRIVATE EQUITY
- WEALTH PROFESSIONAL: Wealth Can Be Created
- CPPIB’s active investment plan scores big with 16.5% rate of return
- Banks Bet on Wealth to Counter Weary Consumers
- These pension funds made a killing with private equity
- The Case Against Too Much Independence on the Board
- CIBC eyeing billion-dollar acquisitions as it seeks to boost profit
- CPP buys into more private equity
- Michael Lee-Chin - Investment Executive
- Michael Lee-Chin launches new dealerships
- Private equity rewards investors with time and patience
- Tiger 21's Ultrawealthy Investors Beef Up Private Equity Allocation
- Investments Office continues to push private equity
- Piling Into Private Equity
- Portland Private Wealth Services Inc. has changed its name to: Mandeville Private Client Inc.