Duane A. S. Francis
, CIM, FCSI
, is a Portfolio Manager with Mandeville Private Client Inc. and a Certified Financial Planner with Mandeville Insurance Services Inc. in Ottawa. Mandeville is one of Canada's premier financial and investment planning organizations. His association with Mandeville enables Mr. Francis to offer clients comprehensive financial and wealth creation and preservation services through a broad range of investment instruments, which include both public and private securities.
Duane has become a respected and well-known source of financial advice and information in the Ottawa area and throughout Ontario. He embarked on his career in financial planning and investment advice in 1997 and during his advisory career, Duane has attained the designation of Certified Financial Planner, in January 2001 and attained his Certificate in Financial Planning designation from the Canadian Institute of Financial Planning in 2000. Duane has also attained the Certified Senior's Advisor designation, the Canadian Investment Manager designation and the Fellowship of the Canadian Securities Institute designation, the highest honour in the financial services industry all in 2004. In 2008, Duane completed the prestigious Chartered Strategic Wealth Professional designation and was named one of Ottawa's Top Forty under 40 for business excellence and community involvement in 2010.
Duane has been a long time supporter of the United Way where he has served as an Account Executive for 15 years. In 2004, Duane co-founded The "Let's Take a Swing at Cancer" Golf Tournament in support of the Ottawa Regional Cancer Foundation. With the help of his efforts the tournament had raised over $210,000 to help with the ongoing research and patient care through the foundation. Duane and his wife Julie, a dental hygienist, live in Hunt Club Park and they have three sons, Connor, Cole and Carson.
The Duane Francis team includes his Associates, Adam Schacter and Irina Romanov, Administrative Associate, Nataliya Tyagley and Client Services Coordinators, Janet Nunn and Natalie Nunn in his office at the Carling Executive Park in Ottawa.