Our philosophy at Weekes Wealth is rethinking conventional wisdom. That is our purpose. We passionately believe there are better strategies than those currently implemented by the majority of Canadian retail investors. Therefore, our mission is to disturb and motivate individuals to change or at least evaluate their way of thinking when it comes to their personal finances.
Compassion & Understanding
We understand that some of our clients are well versed in finance while other clients are beginners. There is no wrong question. We enjoy client engagement at any stage of one’s learning development.
Self-Discipline
One’s discipline is put to the test frequently in our world. Discipline is essential for both the investor and the advisor. Emotions can be the antagonist to discipline and we have a responsibility to the client to help manage those emotions throughout the difficult times in the market, and conversely, during periods of market exuberance.
Diversity
Diversity in people and cultures. Diversity in ideas and outlook. We see the strength and beauty of diversity.
Integrity
Integrity is paramount in our industry as people trust you with their livelihood. That is a responsibility we do not take lightly.
At Weekes Wealth, we implement a Unified Wealth Approach for all of our client families. As your net worth grows, so do the complexities. We offer unique investment, tax and risk management strategies that individuals and families need to build a successful wealth plan.
Our seven-step wealth management process provides the essential framework to deliver a personalized and proactive wealth plan.
Safety and Security
Mandeville Private Client (“Mandeville”) holds your assets in custody with Fidelity Clearing Canada, ULC (“Fidelity”), a leading carrying broker in the Canadian marketplace. Fidelity, like Mandeville, is a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC)
Strength and Confidence
Fidelity is a global leader in the delivery and servicing of investment accounts. It has access to a vast global network of expertise which benefits Mandeville and its Canadian clients. Fidelity is backed by the strength and confidence of the largest brokerage platform in the United States, Fidelity Clearing and Custody Solutions (“FCCS”). As the largest brokerage platform in the United States, FCCS serves over 3,950 clearing and custody firm clients, representing $3.7 trillion in assets under administration and more than 6 million accounts.
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