About Stephen Roos
Mandeville Private Client Inc. | Mandeville Insurance Services Inc.Stephen Roos is a leading private wealth management firm based in Ottawa, dedicated to helping you achieve worry-free financial freedom. As independent advisors, we can give unbiased advice solely focused on your best interests.
Our History
Our team has been managing investments for clients in Ottawa since 1996. Our combined 70 years of investing experience allow us to provide diverse, innovative, and well-informed financial advice, helping you secure your financial future.
Meet the Team
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Stephen Roos, B.A.Ec, CFP®, CIM
Senior Investment Advisor & Insurance Advisor
Stephen, our team leader, has over thirty-five years of investing experience and has managed investments for clients in Ottawa since 1996.
As a certified financial planner professional and chartered investment manager with a degree in economics, Stephen is committed to building a solid financial future for his clients using the best investments available from any institution. His philosophy is that wealth is built patiently over time by earning a reasonable rate of return and protecting your capital. For this to succeed, the strategy must be custom-designed to suit your long-term comfort and desired results.
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Ashley Cyr, B.Sc.
Associate Investment Advisor
Ashley is a licensed Investment Advisor with a B.Sc. (Neuroscience) from Carleton University.
Having worked in the industry since 2009, she aims to build long-term relationships with her clients to guide them through every stage of life. With experience in wealth accumulation, education savings, retirement planning, tax minimization, and more, Ashley is here to help clients with both short and long-term financial goals.
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Andrew Kool, B.Com.
Associate Investment Advisor & Insurance Advisor
Andrew began his wealth management journey in 2014. Over the years, Andrew noticed a gap in how many Canadians handle their finances, leading him to offer personalized methods rather than relying solely on a ‘one size fits all’ approach.
Today, Andrew is a trusted source of financial advice and has obtained numerous accreditations in finance, tax, and insurance. His unique, tailored solutions allow clients to achieve their financial goals while receiving superior customer service.
OUR MISSION
In an ever-changing landscape of risks and rewards, we strive to be an unbiased, trustworthy pillar of advice throughout all of life’s ups and downs.
Why Choose Us?
Unbiased Recommendations
We use a fee-based structure to ensure impartial advice tailored to your financial goals, free from conflicts of interest or hidden agendas.
Long-Term Financial Planning
We prioritize your long-term financial success by developing comprehensive strategies that adapt to your evolving needs and goals.
Comprehensive Service Offerings
We have various financial services, from investment advice to retirement planning, tax preparation, insurance solutions, and more.
Our Values
Prioritization
We prioritize clients' needs, goals, and concerns, ensuring personalized service and tailored solutions.
Integrity
We conduct business with honesty, transparency, and ethical standards, building trust and credibility with clients.
Expertise
We have extensive experience offering clients long-term financial security through impartial expertise and innovative financial solutions.
Our Services
Stephen Roos Private Wealth Management offers comprehensive financial services designed to help you achieve your unique goals and secure your financial future. Whether you’re looking for investment advice, retirement planning, tax optimization, estate planning, or insurance solutions, we have the expertise and experience to guide you through every step.
INVESTMENT ADVICE
Our team of CIRO/CIRA licensed investment advisors can help you make informed decisions about investing in stocks, bonds, ETFs, mutual funds, GICs, or any combination thereof.
FINANCIAL PLANNING
Our team specializes in personalized financial planning tailored to your needs and goals. We focus on optimizing your financial strategy during your working years. We cover pre-retirement budgeting, investment strategies, insurance analysis, and goal-oriented planning to ensure you're well-prepared for a secure financial future.
RETIREMENT PLANNING
We provide retirement planning through a comprehensive financial strategy, which includes assessing income sources, estimating expenses, optimizing savings, and managing assets to maintain individuals' desired lifestyle post-retirement.
TAX PLANNING
We provide short-term and long-term tax planning solutions for your portfolio and offer competitively priced tax preparation services.
INSURANCE
We assess your insurance needs, considering your income, expenses, debts, family size, and financial goals. We then offer tailored insurance recommendations to provide comprehensive coverage.
What Our Clients Are Saying
