Michael Zagari, FCSI, CIM, CIWM

Associate Portfolio Manager — Mandeville Private Client Inc.
Financial Security Advisor — Zagari+Simpson
tel: 514-419-5429
email: mzagari@mandevillepc.com

Approach & Process
My approach is simple.

The way I manage my own wealth is the exact same way I will manage your wealth. The only difference between what I do and what I will advise you to do really comes down 2 things.

Your acceptance of risk and your time horizon.

Investment Philosophy & Strengths
In the not-so-distant future, I believe the way we communicate, learn, think, work, live, and assess risks will change in dramatic ways. In my opinion, technology is changing the world faster than ever and is already improving the efficiencies of our societies. Throw into the mix artificial intelligence, bioscience and genomics, autonomous vehicles, cryptocurrency and blockchain technology, cloud computing, cyber security, and clean energy and what you have is an incredible decade to be both a consumer and investor.

As your investment advisor, I look to capitalize on these opportunities.

Personal Touch
I am extremely proud to be a Fellow of the Canadian Securities Institute, the highest credential offered by the Canadian Securities Institute, a Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Investment Advisor.


Contact me.

Let’s Discuss Your Goals.


+ Trust

+ Dialogue

+ Commitment

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.


Investment Advice

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.


Wealth Protection

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.


Income Protection

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.