Stephen Roos | Ottawa's Premier Private Wealth Management FirmUNLOCK YOUR FINANCIAL POTENTIAL
Mandeville Private Client Inc. | Mandeville Insurance Services Inc.
We are a team of experienced investment advisors who believe that trustworthy advice and guidance can help you achieve the life you dream of. We work with individuals, families, and small businesses to maximize their wealth and chart a path to achieving their life goals.
With our advice, you can improve your long-term investment performance, minimize your tax burden, and manage your financial resources to live well today and plan for tomorrow. Our advisors look forward to nurturing a personal, long-term relationship built on professionalism, excellence, and trust.
About Us
Since 1996, our team has been a trusted resource to investors in Ottawa and across the country. With over 70 years of combined investing experience, our advisors can help guide you through every change and shift in life without sacrificing your long-term goals.
Meet the Team
STEPHEN POOS
B.A.Ec, CFP®, CIM
Our team leader, Stephen, has over thirty-five years of investing experience and has managed investments for clients in Orleans since 1996.
Senior Investment Advisor & Insurance Advisor
ASHLEY CYR
B.Sc.
Ashley is a licensed Investment Advisor with a B.Sc. (Neuroscience) from Carleton University and has worked in the industry alongside Stephen since 2009.
Associate Investment Advisor
ANDREW KOOL
Andrew is a licensed Investment Advisor specializing in wealth management, tax planning, and insurance advising. He holds an Honours Bachelor of Commerce in finance from the University of Ottawa's Telfer School of Management.
Associate Investment Advisor & Insurance Advisor
B.com.
OUR MISSION
In an ever-changing landscape of risks and rewards, we strive to be an unbiased, trustworthy pillar of advice throughout all of life’s ups and downs.
Why Choose Us?
Unbiased Recommendations
We use a fee-based structure to ensure impartial advice tailored to your financial goals, free from conflicts of interest or hidden agendas.
Long-Term Financial Planning
We prioritize your long-term financial success by developing comprehensive strategies that adapt to your evolving needs and goals.
Comprehensive Service Offerings
We have various financial services, from investment advice to retirement planning, tax preparation, insurance solutions, and more.
Our Services
Stephen Roos Private Wealth Management offers comprehensive financial services designed to help you achieve your unique goals and secure your financial future. Whether you’re looking for investment advice, retirement planning, tax optimization, estate planning, or insurance solutions, we have the expertise and experience to guide you through every step.
INVESTMENT ADVICE
Our team of CIRO/CIRA licensed investment advisors can help you make informed decisions about investing in stocks, bonds, ETFs, mutual funds, GICs, or any combination thereof.
FINANCIAL PLANNING
Our team specializes in personalized financial planning tailored to your needs and goals. We focus on optimizing your financial strategy during your working years. We cover pre-retirement budgeting, investment strategies, insurance analysis, and goal-oriented planning to ensure you're well-prepared for a secure financial future.
RETIREMENT PLANNING
We provide retirement planning through a comprehensive financial strategy, which includes assessing income sources, estimating expenses, optimizing savings, and managing assets to maintain individuals' desired lifestyle post-retirement.
TAX PLANNING
We provide short-term and long-term tax planning solutions for your portfolio and offer competitively priced tax preparation services.
INSURANCE
We assess your insurance needs, considering your income, expenses, debts, family size, and financial goals. We then offer tailored insurance recommendations to provide comprehensive coverage.
Our Process
INITIAL CONSULATION
We begin by understanding your financial goals, concerns, and aspirations. We’ll discuss our range of services and how we tailor our approach to your unique circumstances.
ANALYSIS & DESIGN
We then comprehensively analyze your financial situation, assessing your assets, liabilities, income, expenses, and investment preferences. We also consider your risk tolerance and time horizon for investing. Utilizing our team's extensive experience and expertise, we design personalized investment portfolios aligned precisely with your objectives and risk profile.
FINANCIAL PLANNING
After our initial analysis, we develop a financial plan encompassing all aspects of your financial life. This includes retirement planning, tax minimization strategies, estate planning, and insurance needs. Our proactive and forward-thinking approach aims to optimize your financial situation and maximize long-term wealth accumulation.
ONGOING MONITORING & ADJUSTMENTS
We continuously monitor your portfolio. Regular reviews ensure the investment strategy aligns with your evolving goals and market conditions. We quickly adjust as needed to maintain optimal portfolio allocation and risk management.
CLIENT SUPPORT & EDUCATION
Our commitment extends beyond just managing investments; we offer ongoing guidance and support to our clients. We provide educational resources, teaching, and personalized advice to enhance your financial literacy and confidence in managing wealth.
Mandeville Private Client Inc.
Mandeville is renowned for its dedication to wealth preservation and creation. It diligently works with families to safeguard intergenerational wealth through principled investing. Our affiliation with Mandeville elevates our company's reputation and underscores our commitment to providing independent, unbiased financial advice.
As part of Mandville Private Client Inc., we offer clients access to exclusive investment opportunities typically reserved for affluent and institutional investors. Our alignment with Mandeville's vision of democratizing investment opportunities and upholding professional ethics strengthens our position as trusted advisors.
This partnership empowers us to provide clients with personalized wealth programs tailored to their goals. Mandeville's commitment to independence and excellence aligns seamlessly with our values, ensuring that clients receive unbiased recommendations and gain access to unique private and alternative investment products.
TRUSTED BY
What Our Clients Are Saying
The Value of Advice
Retaining the services of a financial advisor can significantly improve one's long-term investment performance.
4-6 Years of Services
7-14 Years of Services
15+ Years of Services
*Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
Private wealth management encompasses the strategic management of an individual's financial resources across various areas, including investments, taxes, estate planning, retirement planning, and risk management, to achieve long-term financial security and success. It involves taking a holistic approach tailored to each client's unique circumstances and objectives, creating customized solutions to address their specific needs and aspirations.
With a focus on disciplined investment strategies, ongoing monitoring, and proactive adjustments, private wealth management aims to build and preserve wealth over time, ensuring that clients can navigate life's financial complexities with confidence and peace of mind.
By working closely with a professional wealth manager, clients can benefit from expertise, personalized guidance, and a collaborative partnership that helps them realize their financial goals and aspirations.
