Duane Francis | Your Partner in Wealth Creation!
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Wealth Creation

Partnering partner with individuals and organizations to create integrated wealth solutions that provide peace of mind.

Access

Providing you with access to the same tools that are available to pension funds and the ultra-wealthy.

Multi-facted Approach
  • Retirement Planning
  • Succession Planning
  • Estate Planning
  • Tax Planning
  • Cash Flow Planning
  • Insurance Planning
Your Plan

Personalized Financial Planning is an ongoing process that continually helps to identify opportunities, gaps and constraints to your overall financial health.

Our Process
  • Foundation
  • Develop
  • Implement
  • Monitor
Our Investment Philosophy
  • Invest in Quality
  • Maintain Objectivity
  • Manage Risk
  • Tax-Smart Investing
  • Fees Matter
Duane Francis In the Community

The community of Ottawa gives us so many wonderful things. See some of the things we do in order to give back to our community, through our active participation in many activities that are focused on giving back.

Let’s Take a Swing At Cancer” Annual Golf Tournament

The “Let’s Take a Swing at Cancer” Golf Tournament supports the Ottawa Regional Cancer Foundation and has raised over $210,000 to help with the ongoing research and patient care through the foundation.

The Mandeville Difference

The Wealthy Invest Differently. Mandeville’s mission is to provide all wealth-seeking investors with ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor
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Duane Francis “Create Wealth, Achieve Freedom”

Duane Francis focuses on working with his clients to create personalized wealth planning and custom, tax-efficient investment portfolios.  Duane can help you apply discipline and focus in achieving your financial goals.

 

Our Services

Comprehensive wealth creation and preservation services through a broad range of investment instruments, which include both public and private securities.