Duane Francis | Duane Francis
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Duane Francis

Learn about our history and work

Duane A. S. FrancisCFPCPCA, CIM, FCSICIWM

Duane Francis 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.  Duane maintains numerous designations and accreditations such as the Certified International Wealth Manager, Certified Professional Consultant on Aging, Chartered Investment Manager® and the Fellow of the Canadian Securities Institute; one of the highest honours in the financial services industry.  In 2010, Duane was named one of Ottawa’s Top Forty Under Forty for business excellence and community involvement.

 

When he’s not in the office, Duane and his wife Julie try to keep up with their three boys, Connor, Cole and Carson, who are all active in team sports.  Duane also loves sports and music and is the co-founder of the “Let’s Take a Swing at Cancer” annual golf tournament in support of the Ottawa Regional Cancer Foundation.

Charitable Support

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 is also actively involved in the annual Christmas Cheer Breakfast, which serves 11 important charities and local community organizations. 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, Steven Aubin and Kyle Taylor, and Client Services Coordinators Janet Nunn and Natalie Nunn in his office at the Carling Executive Park in Ottawa.

OUR TEAM