Join Our Team
At Summit Private Wealth we believe that innovation and passion are the driving forces behind success. Combined with our dealership Mandeville Private Client Inc., we have built a premium multi-family office where we see things from a different perspective. We pride ourselves on our independence, our integrity and an unparalleled client experience.
While most firms are looking for advisors, we are looking for the right partners. As a boutique firm, we invite only those associates that exhibit a strong sense of integrity, drive and an understanding of common brand equity to apply.
Discover 5 Reasons to Join Our Team:
- Entrepreneurial Model: At Summit Private Wealth, we make things simple! You own and control your book of business and you are supported and backed by a prestigious, credible and trusted advisory firm with a unique brand. With a dynamic “Can Do” culture, we actively listen to our associates to ensure that their needs and their clients’ needs are continually being met.
- Independence with Unique Access: With the shrinking list of dealerships in Canada, independence is becoming altogether more important for clients and advisors alike. Our dealership, Mandeville Private Client Inc., gives you the objectivity and independence you need, as well as offering unique access through private equity and alternative investments. We enjoy the benefits of being affiliated to a global group with over 30 years of experience as owners, operators and investors with a global footprint of over $6.25 billion, while still maintaining the character and soul of a boutique firm.
- Technology & Dedicated Support: Mandeville Private Client Inc. has partnered with Fidelity Clearing Canada ULC (FCC) as well as Broadridge’s state of the art Dataphile Platform to provide clients with their global expertise in record keeping, trade execution and custody services. Records and assets are secure under the care and control of one of Canada’s top financial organizations. Summit Private Wealth is committed to operational efficiencies as well as protecting the environment and has incorporated digital file management solutions for their branch activities.
- Top Tier Compensation: When joining an investment advisory firm as an entrepreneur, finding the right compensation plan is paramount. At Summit Private Wealth we offer one of the best-in-class compensation structures featuring competitive payouts, equity options and income partnerships. We recognize that stability is more important in growing your practice than constantly adjusting your grid.
- Business Transition & Succession: As business owners, we understand your unique needs and concerns. Our detailed “Transition Plan” ensures a smooth and seamless transition by offering dedicated support. Our onsite transition team will help guide you and your own team through all the elements of the onboarding process. Your success and your clients positive experience is our success.