Duane Francis | Our Team
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Our Team

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Your team of specialized and accredited professionals is composed of individuals who have a vested interest in ensuring your experiences in service, communication, and financial performance exceed your expectations.

Duane Francis

Portfolio Manager, Senior Financial Advisor
shawn_ryan2

Shawn has over 30 Years of experience in the life insurance industry and has developed an effective and comprehensive approach to Business Succession and Estate Planning. Shawn brings comprehensive estate planning knowledge to the team as well as a strong community focus. Shawn holds his Certified Financial Planner® and is a member of the Society of Trust and Estate Planners (STEP).

Shawn Ryan

Insurance and Estate Planning Specialist
ledric

Leric Bishop, B.Comm, CFP, EPC, has joined our team as an investment advisor and has over 20 years of experience in the financial services industry. Leric will bring his expertise in financial planning as well as investment analysis and portfolio construction to assist me in ensuring that we continue to create and preserve your wealth based on your unique circumstances.

Leric Bishop

Associate Investment Advisor
Rumi

Rumi joined us in September 2021 and has a degree from the Ottawa University in Economics. She has over 8 years of experience as a financial advisor committed to helping clients achieve financial independence. Rumi will also be working alongside our long-time accountant Lisa Bailey in assisting to administer our income tax service. With many years of experience in the financial service industry, Rumi will bring a variety of skills to her role here as part of the team.

Rumi Prince

Investment Advisor – Mutual Funds; Client Service Coordinator – Taxation Services
Feda

Feda joined Mandeville Private Client as a Branch Administrator/ Client service Coordinator in March 2022. Feda brings over 20 years of experience in Client Relations, including the financial services industry, with a thorough background in Compliance, Management, Customer Service and Sales. Feda’s experience provides her with a plethora of knowledge and enables her to assist clients in building their wealth.

Feda Shureih

Investment Advisor Associate / Branch Administrator
Your team of specialized and accredited professionals is composed of individuals who have a vested interest in ensuring your experiences in service, communication, and financial performance exceed your expectations.
STRENGTH