Our goal is to fund the lifestyle you want without ever eating into your hard-earned savings.
Thanks in part to dentalcorp and 123 Dentist, practice values have risen to record high values.
We work with dentists to make the most of their money after they sell their practices.
5 million dollars invested in our dividend platform at the inception of 2013
Dividend Income Amount
$190K to $390.5K
$5M to $8.9M
If you invested $5M in our firm’s dividend platform at the inception of 2013, by the end of 2021, the dividend income from the portfolio would have more than doubled from $190K to $390.6K
And if you lived solely off the dividends, the capital would have appreciated to $8.9M
Many of the families we work with have been living off of the dividends of their portfolios for years and still have more money today than when they sold their practices.
We see this as the highest level of financial security.
Dr. Kevin Roach
“I am singularly impressed that despite our healthy monthly draw, our portfolio has maintained its value and increased yearly over the entire time we worked with the McNulty Group.
Anne and I are enjoying a great retirement and travelling extensively with peace of mind knowing our investment portfolio is well-managed and optimized for our tax situation.”
We work together with your advisors to collectively develop and implement strategies aligned with your goals. You likely already work with corporate investors, attorneys, and accountants. If not, we can recommend suitable professionals. We do not replace these advisors. Instead, we provide them with a complete picture of your financial affairs and supply the information needed to yield the most appropriate advice and outcomes.
Income Tax Handling
The amount deposited into your bank account every month is after-tax. We have already accounted for and set aside the associated income tax. We coordinate all tax installments and prepare for income tax owing when tax returns are done.
Our Firm’s Fees
We are fee-only advisors to keep it simple and avoid conflicts of interest. We don’t get commissions for selling products. Fees are tax-deductible as they relate to non-registered accounts.
- Minimum account size of $3M
- 1% on the first $5M
- 0.85% on the next $5M
- 0.65% after that
- Custom over $20M
Creating US Income
Most of the families we work with are snowbirds. The good news is that many of the dividends produced are in US dollars. In addition to our client families' regular monthly income, we typically send a lump sum US dollar amount, say USD 60,000, once or twice yearly.
Mark McNulty, BA, CFP, CIM
Schedule a phone call with Mark to learn more about how to live off your dividends.
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Our Firm at a Glance
The McNulty Group manages 500 million dollars in savings for the families of 116 Canadian dentists.
30 years of experience. Gain exposure to strategies employed by successful dentists and industry advisors.
Mark McNulty has authored numerous industry publications and 3 books, the most recent The 6 Million Dollar Dentist.
Backed by the resources and financial stewardship of Raymond James, a 23 billion dollar financial institution.