To always remember to place the client's best interest first.
To act with skill, care, diligence and good judgement.
To provide full and fair disclosure of all important facts.
To always avoid any potential client conflict of interests.
BA(Economics), DipBIS
Senior Investment Advisor
mmcconnell@mandevillepc.com
Although born in Ottawa, Mark has established firm roots in the London community over the past 40 years. Both of his parents, Tom and Ruth, led by example, with rewarding careers at 3M Canada and University Hospital, respectfully. The McConnell home was busy, with 3 brothers (Sean, Mike and Thomas) adding to the excitement. Mark graduated from Northridge Public School, AB Lucas Secondary School, the University of Western Ontario where he attained a Bachelor of Arts in Economics, and Fanshawe College where he earned a diploma in Business Information Systems. When he wasn’t in the classroom, Mark was often representing school or city on the basketball court, on the baseball diamond, or in the swimming pool.
Initially involved with the information technology sector during the 80’s and 90’s, Mark has worked in the financial services industry since 1994. Mark’s educational background in economics, business and information technology underscore his unique skills in critical thinking, quantitative analysis and communications. In 2002, Mark joined the Berkshire group of companies, which became Manulife Securities in 2008. In addition to being a licensed financial advisor with Mandeville Private Client Inc., Mark completed the Professional Financial Planning Course in 2003, and the Branch Manager's Course in 2005.
Mark’s mission is to provide his clients with rational and effective financial advice; with timely communication, education and direction in different stages of their lives; and quality service and support that exceeds their expectations.
Mark can help individuals and families achieve their financial planning goals, by providing practical and strategic advice on their Cash Flow, Investments, Income Tax, Retirement, Estate, Intergenerational Wealth Transfer, and Educational Savings.
Mark is fully qualified to offer clients advice on stocks, government and corporate bonds, mutual funds, GIC’s, PPN’s, ETF’s, flow-through shares, limited partnerships, tax-assisted investments and other specialty investment products, within both registered (RRSP, RRIF, TFSA, RESP, LIRA, LIF) and non-registered plans. In addition to product support, Mandeville Private Client Inc. is fully dedicated to Mark’s personal and professional development.
A strong contributor to the community, Mark gladly volunteers at the Heart and Stroke Foundation, canvases in support of the Canadian Cancer Society and is currently an associate director of the Rival Charity Golf Tournament in support of 3 different children’s charities.
Mark would be glad to meet with you one on one to review or establish your plan to reach your financial goals.
Executive Assistant
susan.fletcher@mandevillepc.com
Susan Fletcher is the senior administration member on our team and provides direct assistance to the clients of Mark McConnell. Susan has worked over 33 years in the financial industry, starting with London Life in 1987 and joining the Berkshire Group in 1997. She has worked with Mark McConnell since 2002 and has helped the Mapledene Financial Group team provide quality financial and investment advice since 2005. Her friendly voice is usually the first thing people notice and her command of the administrative side of our business is her biggest asset.
Susan was born in Liverpool, England and as a child immigrated to London, Ontario with her parents and her 4 siblings. She is married to her husband Joe, has 2 daughters (Christine and Amanda), 2 son-in-laws (Ryan and Matt) and 5 beautiful grandchildren (Ryan, Caitlin, Nathan, Dylan, and Travis).
Away from the office, Susan actively participates in fundraising for the Alzheimer Society of St. Thomas. She plays slo-pitch, volleyball and golf. Susan loves reading novels and watching movies. Her favourite vacation is to go camping with her family.
