Who We Are
We are a multi-family office with a unique system for building portfolios and providing exceptional client service. Our goal is to connect elite professionals, business owners, and their families with premiere investment and wealth management advisory solutions that include both private and public opportunities. We strive to be fully objective in our guidance and provide the knowledge and support our clients require to meet their needs.
Values
- Believe in What We Do. Passion and discipline drives our team to be the best-in-class amongst its competitors through our experience.
- Provide a meaningful client experience. Our goal is to build a meaningful connection with our clients.
- Trust. Integrity, communication and respect provides our clients with the confidence they can safely do business with us.
- Safety. Our clients safety is always top of mind
Regulation and Governance
Elmwood Investment Partners enjoys the many benefits of being affiliated with Mandeville Private Client Inc.,. Mandeville Private Client was founded by Michael Lee Chin who started Berkshire Financial Group, Canada largest independent dealership, who was later purchased by Manulife Financial. Together, with Mandeville, and its affiliated partnerships, we operate under a highly regulated framework.
- member of the Investment Industry Regulatory Organization of Canada (IIROC).
- registered in all the provinces across Canada
- Mandeville advisors are registered with a securities regulator.
- Customers' accounts at Mandeville Private Client Inc. are protected by the CIPF's Investment Dealer Fund in accordance with its Coverage Policy. A brochure describing the scope and nature of coverage, as well as the limitations and exclusions of coverage, is available upon request.
- partnership with Fidelity Clearing Canada ULC (FCC), one of the largest financial institutions in the world, to provide clients with record keeping, trade execution and custody services