Our Team
Mark Mccooeye
CPA, CMA, MBA, CFP, CIM, TEP
Portfolio Manager
Tel: (613) 614-7200
Email: mmccooeye@mandevillepc.com
As a Portfolio Manager, Mark has a fiduciary duty to act with care, honesty and good faith, and will always put your interest first. Mark leads the team in working closely with clients on their particular needs and goals, and crafting solutions for them.
Mark entered the financial services industry in 2007. Prior to that he was Director of Finance in the hi-tech industry. His years as a Professional Accountant taught him the importance of proper tax planning and cash flow management. He graduated from Carleton University with an Economics Degree and went on to achieve the following designations: Professional Accountant - Certified Management Accountant (CMA), Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Master of Business Administration (MBA) and Trust and Estate Practitioner (TEP).
Greg McLaren
Associate Investment Advisor
Tel: (613) 552-1515
Email: gmclaren@mandevillepc.com
Greg has been working with his clients since 2012 providing financial planning, cash flow planning and investment advice. His diverse retail banking experience brings a holistic approach by integrating all aspects of your financial situation into your investment plan. Greg is fully licensed to trade equities and funds. He assists in preparing strategies for clients, overall client servicing, investment analytics and research.
Michael Smyth
Associate Investment Advisor
Tel: (613) 979-5514
Email: msmyth@mandevillepc.com
Michael has over seven years of experience working in the financial service industry. He provides holistic financial advice managing client’s retirement and cash flow plans, reviews daily investment research, monitors and prepares client reviews. Michael is a fully licensed representative who is responsible for the day-to-day trading within the portfolio.
Melissa tucker
Client Associate
Tel: (613) 867-6108
Email: mtucker@mandevillepc.com
Melissa has 10 years of insurance and administration experience. She is responsible for scheduling client meetings, answering any inquiries, processing contributions, withdrawals, address changes, preparing files for client meetings, etc. Melissa handles all the administrative tasks and ensures the daily operations of the office runs smoothly and efficiently.