Live off your dividends, never eat into your hard-earned capital.

Retirement Planning for Successful Dentists

Approach

Solutions

Legacy

Minimum $5 Million in Savings

Live off your income, never eat into your hard-earned capital.

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Core

Minimum $3.5 Million in Savings

Sustainable income for life, safely withdraw from your capital.

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Client Experience

Sell with confidence.

Our clients sell their dental practices with confidence, knowing their money will last. The month after the practice is sold we deposit a regular paycheque into their account, say $15,000 a month. Their role: spend it, taxes and inflation are both taken care of.

OUR FIRM

Thrive together.

For over 35 years, McNulty Group has partnered with dentists, gaining deep insights into their challenges and successes. This knowledge shapes our retirement and financial planning, defining our firm's operations.

The families we serve prioritize their future well-being and a secure retirement over just wealth. We're proud to uphold the highest standards in Canada for retirement planning.

Mark McNultyBA, CIM, CFP®

Senior Wealth Manager

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Michael WilsonCPA, CA, CIM CFP®

Senior Financial Planner

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Karen Barrow BSc

Senior Client Services Manager

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Robert Mark CFA

Senior Portfolio Manager

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Graeme Moreau CPA

Associate Financial Planner

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Lisa Clementi

Associate Client Services

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Kim Yates

Associate Portfolio Administrator

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Jay Peng

Portfolio Manager

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Our firm’s newsletter: insights you need to know from our community of dentists and industry advisors.

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