Each one of our team members works on every client of our firm. Our team has been selected for their diverse areas of expertise. We have identified the skill sets needed to create successful retirement plans for our clients and have recruited the talent accordingly.
Each family we work with is unique, and our collaborative approach, informed by a team of experts, enables us to tailor strategies that consistently yield excellent results.
How do you make sure you maximize your lifestyle while you are young and healthy without ever running out of money in two or three decades? One should not expect today’s calculations and assumptions to be accurate for such a long period of time, too much changes.
The future is unpredictable. It is our role to make sure our clients get the most out of their retirement and ensure they have enough for the future.
You need experience to make good decisions. The families that we work with rely on our team member’s expertise in research, forecasting and back-testing. Deciding what to do with that information is where we make a difference in our client’s lives.
We provide regular advice and direction to the families we work with on what works and what doesn’t when managing their lives through retirement.
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.
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.
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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.
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.
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
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.
