Eddy Mrad F.PI
Investment Advisor — Mandeville Private Client Inc.
Financial Planner — Zagari+Simpson
Approach & Process
I believe that a solid process is necessary for wealth creation. This process should include a Written Financial Plan, specific predetermined milestones, and access to high quality public and private investments. I specialize in creating generational wealth for business owners, health professionals and hard working Canadians.
Investment Philosophy & Strengths
There are many people that pursue a career in finance for a variety of different reasons. Some are interested in the earning potential or exciting lifestyle, but I’ve always had a different perspective. For me, the best part of my job is the fact that I have the opportunity to connect with so many intelligent, diverse, and interesting people. I am drawn to intelligent, focused, and motivated people that are focused on their goals and aspirations.
One of the most fascinating aspects of my work is realizing that the definition of “success” is so subjective. I understand that my clients have their own unique ideas about “success”, what it looks like, and how to get there. The most rewarding aspect of my profession is that I get to define the concept of success with my clients, and then take actionable steps to help them achieve this success.
I have been involved in the finance sector for over a decade. I have a Bachelor’s Degree in Business Administration, a Financial Planning degree from the IQPF and an IIROC license. I enjoy outdoor activities such as camping and hiking. I love snowboarding and wakeboarding. I feel I’m in the right place anywhere that there’s a beach and a sunset.
Let’s Discuss Your Goals.
These are the core values that we’ve put into everyday practice and action since Zagari+Simpson was founded in 2012.
As a boutique wealth management office, Zagari+Simpson and Mandeville Private Client Inc. actively engage with clients to deliver bespoke financial plans and objective advice, unencumbered by any institutional interests or proprietary product quotas.
All our advisors have but one mission:
to empower their clients and guide them towards meeting their life goals with confidence and clarity.
Personalized Financial Plan
Our mission — Personalizing the most engaging and comprehensive financial plan to help you reach your financial and life goals.
Together we will explore your priorities and concerns, expectations and aspirations. We take into consideration all actionable information, including pensions and saving options. We help you establish what your retirement will look like and how much we expect your lifestyle to cost. And we set personal milestones to better track your progress.
Your financial plan is truly one of a kind. No matter what your financial goals are, you can rely on us to provide you with detailed reporting and carefully crafted advice to make things happen.
Our Mission — Aligning your investment decisions with your financial plan.
We are your advisory team.
We provide principle-based investment advice for all your investment accounts combined with tailored, goal-oriented financial planning.
Expect the necessary insights to help you make informed decisions with your portfolio. Together we will discover what rate of return your financial plan needs so that you can meet your personalized financial goals.
Our Mission — Ensuring you have the right coverage for the future that you are building.
Personalized needs analysis
Your personalized needs analysis will look at ongoing and future expenses. Immediate expenses include any outstanding medical bills and the cost of funeral arrangements. Ongoing and future expenses may include your mortgage, other outstanding debt, college tuition, and replacing the lost income for your family.
Disability and Critical Illness insurance can be suitable for anyone seeking financial protection to cover the costs associated with a life-altering illness or disability. Building your wealth is important and protecting what you’ve built is paramount.
Life Insurance for Business Owners and Professionals
You’ve worked hard to build your business or career. But what if something were to happen to you or a close business partner? An unexpected death, injury or illness could put your business or practice at serious risk, along with the lifestyles of your employees and their families.
Life insurance for business owners or professionals is an effective solution to protecting what you’ve built.