Brendan Colafranceschi, CIM
Portfolio Manager
Brendan started his financial services career at a major insurance company as an Insurance Advisor providing life, disability, critical Illness, auto, home as well as other insurance products catering to the individual and group market.
After a successful four year career, Brendan made the leap to a broader financial services platform. Brendan joined Mandeville Private Client Inc. as an Investment Advisor in 2016 and is also a Life Insurance Advisor through Mapledene Insurance Inc.
In 2019, Brendan successfully completed the Chartered Investment Manager (CIM)Designation through the Canadian Securities Institute (CSI) and became registered as a Portfolio Manager .
As a Chartered Investment Manager (CIM), Brendan is able to offer discretionary portfolio management services to his clients and provide a wider range of solutions.
Brendan’s investment philosophy is based on adherence to successful long term investment principles of wealth creation and capital preservation.
Brendan is eager to help you and your family reach your financial goals and objectives.