Discover why RBC partners recommend us
You have built your net worth through hard work and dedication. We have built our gold-standard reputation by applying the same effort and determination to safeguarding and advancing it. That’s why our team is the number one choice for client referrals across RBC.
Our team
Mainella Private Wealth’s most valuable asset is its people
We are a collective of hardworking advanced specialists who excel in their subsect of wealth management and operate as one to offer our clients complete peace of mind. By investing in a large pool of in-house top talent, we are able to give more to every one of our clients for superior customer service.
Alexander Mainella
Alex Mainella was named President of the President’s Club in 2015 in recognition of the quality of service he provides to his clients and his leadership within our firm. A tradition since 1951, the President’s Club is one of the highest honours awarded to an advisor at RBC Dominion Securities, recognizing personal initiative, commitment to the industry, and dedication to a superior client service experience that extends beyond investment advice. Alex consistently demonstrates these values.
—David Agnew, CEO, RBC Wealth Management Canada
Our service
A “family office” approach for complete peace of mind
What makes Mainella Private Wealth one of the top investment advisory practices in the country is our ability to seamlessly deliver peace of mind by exceeding every need, solving every problem, and capitalizing on every opportunity. As our clients’ eyes and ears, we pride ourselves on serving as a generator of ideas and strategies for their financial lives, touching everything from investing and insurance to legacy planning and philanthropy.
Financial planning
Defining where you are today, where you want to go, and how we’ll get there.
Business owner planning
Helping you manage business risk, invest and protect your assets, and plan for succession.
Personal tax
Working with your tax advisors to identify and implement tax-smart solutions domestically and in the U.S.
Corporate tax
Covering domestic and cross-border needs, putting sophisticated strategies in place for your corporation.
Estate & legacy planning
Identifying opportunities to protect your estate, simplify the settlement, and build a lasting legacy.
Retirement planning
Maximizing retirement savings and income while respecting your need for security.
Insurance
Protecting your family’s financial security and enhancing after-tax wealth.
Credit & lending
Facilitating your personal and business credit, currency, and cash flow needs.
Charitable giving
Supporting your giving aspirations with flexible options and tax-smart solutions.
Individualized investing
Building a diversified portfolio based on your individual needs for income, growth, and security.
Alternative investments
Leveraging private equity, real estate, and options as suited to your particular needs and goals.
Responsible investing
Taking into account ESG (environmental, social, and governance) considerations.
Our clients
A service tailored to our discerning, driven customers
While our full-scope service can benefit anyone looking to make the most of significant wealth for themselves and their entire familial network, our client base consists mostly of business owners, executives, and professionals. Most of the people we serve are self-made leaders, sharing four key traits.
Seek to build or expand their financial networks
Our “family office” style approach builds on your existing network of professionals to enhance the financial expertise working for your family and offer a seamless, one-stop-shop experience.
Hold an entrepreneurial mindset
To be successful in business long-term, you must embrace innovation. Our entrepreneurial clients appreciate that, with 30-plus years in the world of finance, we still continue to be pioneers in our field.
Know the value of a dollar
Knowing firsthand that inefficiencies cost money and time, the self-made people we serve see the value of our obsession with capital preservation and risk management. By working seamlessly as one, our team makes the most of your money for you and your loved ones without ever wasting a dime or missing a beat.
Understand greater access means better resources
Those on the inner circle get exclusive access to superior resources. Thanks to our team’s unique and deep-seeded relationships throughout the organization, the families we serve get to collaborate with the topmost professionals at RBC.
Our commitment
Strong values guide how we conduct business
Whether they realize it or not, clients often come to us seeking balance, peace, and harmony in their financial lives. At its core, our job is about changing people’s lives for the better, and it’s one we hold in the highest regard. More than three decades ago, we made a commitment to doing what’s right – by our clients, our partners, our community, one another, and ourselves – and every day we work to uphold this commitment.
Committed to our clients
We have built this practice for our clients – your needs, concerns, and opportunities are eternally top of mind for us, and our door is always open to you. We are committed to removing your stress, freeing you to focus on the parts of your life that matter most to you.
Committed to our partners
Committed to providing an elevated experience to everyone we have the pleasure of collaborating with, we have earned a gold-standard reputation as the practice of choice for internal partners through our powerful One RBC approach.
Committed to our community
At its core, our business is about enabling well-being, financial and beyond. To expand our reach and show our gratitude to the communities that have given us so much, we have established MPW Charitable Gift Funds, a charitable fund that goes toward causes important to our clients and partners.
Committed to our teammates
Our focus on self-improvement drives our practice. By being accountable to one another and committed to enhancing one another’s strengths, we push ourselves to remain on the leading edge of our industry.
Committed to ourselves
A group of ambitious, hardworking, pioneering senior professionals, we are bent on perpetual development through ongoing accreditation and education.
Insights
There’s no better team than ours to help a client navigate the top financial institution in Canada.
—Alex Mainella