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Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing over 13,000 advisors in 40 chapters across the country. Advocis provides a platform of knowledge, advocacy, community and protection, advancing the value and professionalism of financial advisors and planners in the best interest of the consumer. We offer professional designations, continuing education, industry-leading publications and membership in a chapter network with mentorship programs, study groups and practice development resources.

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CWB Maxium Financial provides financing to corporations and professionals in the financial advisor and wealth management industry.  Our commercial lending is tailor made to accommodate every unique situation. From supporting our clients in scaling their businesses, to expanding capacity while managing cash flow to ensure sustainable growth, CWB Maxium adapts to meet the various financing needs of our customers.

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.

Differentiated Approach

At Mandeville we search for investment opportunities both within the public and private realm. We provide you with access to such opportunities that are usually reserved for the affluent and institutional investors.
Our goal is to democratize these private investment opportunities for wealth creation, and where appropriate, provide you the same investment techniques used by ultra high net worth and institutional investors.

Personalized Attention

We are committed to delivering the highest standard of excellence in personalized customer service.
Your Mandeville Advisor understants what's important to you and is committed to providing tailored investment solutions that work to safe guard your principal and enhance your investment potential.

Customized Solutions

It's your money and you want to ensure it is working for you in a manner that best suits you. Your Mandeville Advisor will take the time to learn about you, your goals and aspirations and incorporate these learnings into a customized wealth program that is aligned with the most successful private and institutional investors.

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WealthBar offers premium, online investing portfolios and low-fee ETFs, along with unlimited, commission-free advice. We’re democratizing investing through innovation. Main Street Canadians can finally access the opportunities that the ultra-rich use to build wealth. Our clients can retire with confidence and meet other goals along the way. It’s the robo-adviser advantage.

Our founders, Tea and Chris Nicola, pioneered the robo-adviser model in Canada in 2013. Today, the company is growing faster than ever through strategic partnerships with financial institutions. WealthBar’s team of financial advisers, client support experts and others are helping clients from coast to coast. We’re investing in our people, to serve Canadians better.

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At Harvest ETFs, our guiding principles are premised on building wealth for our clients through ownership of strong businesses that have the potential to grow & generate steady income over the long term. Founded in 2009, Harvest offers a diversified portfolio of investment products designed to satisfy the long term growth and income needs of investors. Harvest ETFs are managed by Harvest Portfolios Group Inc.

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Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ.

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