Investment Advisor, Rosedale Private Wealth
Priscilla is the Founder of Rosedale Private Wealth and is an Investment Advisor with Mandeville Private Client Inc. She is a seasoned wealth management professional with over a decade of experience in financial services, including at firms such as BMO Nesbitt Burns, HollisWealth and RBC Dominion Securities.
Priscilla and the team at Rosedale Private Wealth specialize in providing guidance in the areas of diversification of concentrated wealth, intergenerational wealth management, business succession planning, tax and estate planning and philanthropy planning.
Priscilla serves clients across Canada, specifically, Calgary, Toronto and Montreal.
We invite you to experience the Mandeville difference for yourself. Let's take the next step together.
What we do
Our boutique family office approach to comprehensive wealth management, addresses the sophisticated and often complex needs of successful women, their families and businesses.
We specialize in providing guidance in the areas of diversification of concentrated wealth, intergenerational wealth management, business succession planning, tax and estate planning and philanthropy planning.
We assist non-profit organizations including charities, churches and foundations with prudent risk adjusted investment solutions, money management and cash flow planning.
We deliver a highly tailored investment experience that is closely aligned to the most successful private and institutional investors by providing access to both public and private investment opportunities.
Our Comprehensive Wealth Management Services
OUR WEALTH MANAGEMENT APPROACH IS DISCIPLINED, COMPREHENSIVE AND EFFECTIVE. WE WORK CLOSELY WITH YOU TO ACHIEVE ONE COMMON OBJECTIVE: WEALTH CREATION.
AREAS OF FOCUS
Responsible and Sustainable Investing
Business Succession Planning
Executive Compensation and Benefit Strategies
Charitable Giving Planning
Non-Profit Portfolio Management
WHO WE SERVE
At Mandeville, our investment approach is based on the concept that since the needs of the affluent and institutional investor are the same as the wealth-seeking investor, the portfolio profiles should be similar.
The Mandeville Difference
We believe in providing Canadians with the principles of wealth creation and the ACCESS to tools and products that are truly aligned with the principles of wealth creation.
At Mandeville, our goal is to democratize private investment opportunities for wealth creation, and where appropriate, provide our clients with the same investment techniques used by our role models. We have determined that there is a common set of principles and behaviours used by our role models to create wealth and our Advisors have this framework in mind when working with you to position your portfolio for optimal wealth creation.
Wealth Preservation and Creation
At Mandeville, we are committed to the preservation of wealth for our clients. We understand that significant wealth is traditionally lost by future generations. Our Advisors are devoted to working with families to ensure successful intergenerational wealth preservation via due diligence and principled investing.
The Wealthy Invest Differently. At Mandeville we understand this and have made it our mission to provide ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.
PHONE: 416.304.9440 ext. 2009
This publication contains the opinion of the writer. The information contained herein was obtained from sources believed to be reliable, but no representation or warranty, express or implied, is made by the writer, Mandeville or any other person as to its accuracy, completeness or correctness. The information is for informational purposes only and is not intended to constitute investment, financial, legal, tax or accounting advice. Many factors unknown to us may affect the applicability of any statement or comment made in this publication/website to your particular circumstances. Hence, you should not rely on the information in this publication/website for investment, financial, legal tax or accounting advice. You should consult your financial advisor or other professionals before acting on any information in this communication.