Private Wealth Managers / Portfolio Managers / Planners
BSED, FMA, CFP, CIM, FEA
Jennifer has vast expertise as a Private Wealth Manager, Portfolio Manager and Family Enterprise Advisor. She uses her knowledge and experience to help affluent individuals, families, and business owners achieve their financial goals and enjoy peace of mind.
As a Private Wealth Manager, Jennifer takes an in-depth approach to understand your unique situation and provides solutions to optimize how your financial affairs are structured with specific emphasis on tax minimization, wills, estate and investment management.
As a Family Enterprise Advisor Jennifer helps your family with family dynamics, governance, and facilitation to support all generations through successful wealth stewardship.
BA, CFP, CIM, FCSI
Having been in the financial services industry for over 2 decades, I’ve learned a thing or two about being independent. Mandeville Private Client Inc. doesn’t just encourage advisors to offer professional, unbiased advice, it’s literally shaping the industry and holding it to a new standard of creating and preserving wealth. And while my office is physically located in Ancaster, Ontario, I serve clients from across Canada and the US.
As a Portfolio Manager and Senior Investment Advisor, I am held to the highest fiduciary standards on behalf of clients. I take great pride in crafting tailored portfolios commensurate with the specific risk required for each situation. Using the necessary skills and experience acquired over many years, I am able to sort through an endless array of options so that you can feel confident and informed about your financial decisions.
I’m a self-starter who likes to get things done. I used to think being a jack of all trades was a bad thing and always regretted not being amazing at anything, but what I’ve come to realize about this business, is that it requires a number of different skills to add value to client relationships. I enjoy collaborating with clients and professionals to bring solutions to the table that make sense. Many of the clients I work with are sophisticated and intelligent enough to manage their own finances, but having found success in their respective businesses and professions, see tremendous value in working with someone they can trust – a partner. Honesty, professionalism, and accessibility are the backbone of what I offer.
CFP, CPA, CA, MBA, CEA
Janet is a tax-savvy financial planner helping clients find the right blend of wealth preservation and the transition of wealth to the next generation for the family’s long-term security. As a Chartered Accountant with executive-level business experience, Janet also has an in-depth understanding of the unique financial planning requirements of time-challenged corporate executives and business owners.
- Product development specialist for a major tax-preparation software company
- Tax support for the products and services team at a major trust company
- Director of the Tax and Accounting division of one of Canada’s foremost publishers of taxation information for legal and accounting professionals
Jonathan Mullett, BA
Director of Risk Management
Since entering the financial services industry in 2002, I have been passionate about providing independent, client-centric advice, focused on insurance and estate planning. In previous roles I’ve had the opportunity to work alongside some of the best insurance minds in the industry, supporting them as they serve their clients and honing my skills. Aside from benefiting me, this ongoing commitment to personal development is an asset I bring to the boardroom and kitchen table alike, adding value to the lives of those I work with.
My experience as an insurance professional has taught me to hear conversations a little differently – not only gleaning the facts of every unique situation, but ensuring an intimate understanding of the emotional elements as well. This helps formulate effective solutions and guides an informed decision-making process. My expertise includes both corporate and personal insurance as well as estate planning.
Family Wealth Administrator
Cherryl has been active in client service, tracking investments and responding to client enquiries since joining in 2013. Her duties include processing client applications, transfers and market orders, and responding to enquiries. She tracks daily transactions and communicates information to the clients about client reviews.
A graduate of Sheridan College with Honors in Business Administration (Co-op), Cherryl completed her CSI Canadian Securities Course and is a Licensed Investment Representative. She has also completed her Insurance License.
Catherine de Almeida
Client Service Specialist
Catherine is the first smiling face to greet you when you visit Access Private Wealth. She has a full range of general office administrative duties and is a personal assistant to Access Private Wealth co-owners Jennifer Black and Janet Baccarani.
A graduate of University of Toronto with a Bachelor of Science, Catherine has a keen eye for detail coupled with a thoughtful customer service focus. As a co-owner and operator of her own small marketing business, Catherine has acquired a number of business skills from bookkeeping to project management.
Client Relationship Manager
I enjoy meeting new people every day. I feel like everyone has a unique story and experiences to share, and I am always honored when they share them with me.
My career in the investment industry started at Investors Group 20 years ago as my first job out of University. I also spent some time at full-service brokerage firm TD Waterhouse prior to honing my passion as a special events and fundraising specialist at St. Joseph’s Healthcare and Hamilton Health Sciences Foundations. This was a very rewarding environment, which afforded me the opportunity to meet not only many incredible community leaders, but also the patients that benefitted from and were the source of inspiration for my work.