Rodrigo MendivilRodrigo Mendivil, CFA

Investment Advisor — Mandeville Private Client Inc.
Financial Security Advisor — Zagari+Simpson
tel: 438-316-3423
email: rmendivil@mandevillepc.com

Approach & Process

Unless there is a plan to support strategic investment decisions, in my opinion, I find it difficult for anyone to achieve their financial goals efficiently.

Thus, I have extensive experience working with clients (using planning), so they achieve their short, medium, and long-term financial goals.

And the client’s plan will include Investment Planning, Retirement Planning, Tax Planning, and Estate planning.

For example, depending on the client’s situation, a client could implement tax savings tactics using tax-preferred asset classes, appropriate government-registered retirement plans, and corporate tax strategies (if needed), among other techniques.

Furthermore, I can also recommend ideas to clients regarding income protection and wealth preservation while considering the legal and tax factors related to estate planning.

Investment Philosophy & Strengths

Warren Buffet said the following:

“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.”

So what is Warren Buffet saying here? He says that investors need an investment framework, control of emotions, and access to high-quality investments to invest successfully over the long term.

Thus, I am committed to positioning my clients’ portfolios for optimal wealth creation using an investment framework and discipline. And by investing in the highest possible quality of public, private, and alternative investments.

Personal Touch

I am an investment advisor with the Chartered Financial Analyst designation (CFA Charter holder), a Bachelor of Commerce with a Finance major, and two decades of experience in the financial industry.

Contact me.

Let’s Discuss Your Goals.

Values

+ 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.

Services


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.