McNulty Group

Our clients on average retire with $3.8 million in savings.

That’s $240,000 per year in retirement cash flow

Or simply: $20,000 per month put into your bank account for the rest of your life.

CONTACT US IF YOU’RE INTERESTED IN LEARNING HOW OR SEE WHAT WE DO

At McNulty Group we have been working with great dentists for over thirty years. We admire the professionals we work with and take great pride in what they ask us to do:

  • Plan their practice legacy and sale
  • Reduce taxes
  • Generate a safe retirement income

Knowing what it takes for great dentists to achieve and sustain financial independence helped us build a team that can serve the unique needs of our client base.

With expertise in practice transitions, tax planning, investment management and customer service, we collaborate to improve our client’s success.

Mark McNulty BA, CFP®, CIM Director, Private Client Group
Karen Barrow BSc Head of Operations
Michael Wilson CPA, CA, CFP® Investment Advisor
Guy Gordon CFA, MBA, BA Portfolio Manager
Hill Su CPA, CA, MAcc, BAFM Financial Planning Assistant
Krystyna Stoic BA Office Manager
Alan Wong BMOS Portfolio Administrator
Michelle Leblanc Administrative Assistant

2016 Canadian Financial Advisor of the Year WPA Finalist
2017 Canadian Financial Advisor of the Year WPA Award Winner
A picture of a man's hand holding a pill.

One chance to sell.
One chance to retire.
One chance to get it right.

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