Solutions designed to meet your needs
Our primary objective is to help clients acheive their financial goals by providing the highest quality advice and service. We constantly strive to ensure our clients have peace of mind knowing that there is a team of professionals ensuring that their wealth is being effectively managed.
We follow a disciplined investment process... we prefer process over prediction.
The Mullane Team is a full-service investment advisory team that provides a range of services including:
- Cash, Margin, Corporate and Estate accounts
- RRSP, RRIF and TFSA account management
- Expertise in a full range of investment products
- Financial planning services
- For specialized insurance and tax/estate planning we can provide referrals to other professionals in our network
Simplifying your life
Pricing for our service is available as transaction-based or fee-based.
It is often assumed that the value an Investment Advisor adds is simply the selection of which specific securities to buy and sell, but this is only one component. In our relationships with clients we add value by:
- Working with clients to choose an appropriate asset mix that will meet their long-term goals
- Helping clients manage emotions to stay on strategy through up and down markets
- Regularly rebalancing portfolios
- Ensuring full diversification
- Structuring portfolios to take tax considerations into account
Our purpose
Our team believes being patient and acquiring high-quality investments are the keys to long-term financial success. Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs.
Our approach
Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support.
Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals.
