After decades spent building your career, you’re ready for what’s next. By guiding you through the sale of your practice and transforming the value of your life’s work into a sustainable source of income, we help create long-term financial independence—so you and your family can focus on living life on your own terms, knowing your future is secure.
Dr. Roach
“I am singularly impressed that despite our healthy monthly draw, our portfolio has not only maintained its value but has actually increased every year over the entire period we’ve worked with them.”
Dr. Weir
“As dentists, selling our practice brings uncertainties. McNulty Group offers invaluable guidance, helping many dentists find peace and clarity in their financial futures.”
Dr. Riekenbrauck
“From owning to associating, my journey in dentistry has been enlightening. The McNulty Group provided the detailed financial roadmap I sought, ensuring my decisions were informed.”
Who we are
United by a shared commitment to our clients and their families, we bring together the distinct expertise of our core team, the extended capabilities of our RBC partners and the trusted perspectives of your existing advisors to develop coordinated strategies that prioritize your well-being while protecting your wealth.
Mark McNulty
Michael Wilson
Karen Barrow
Jay Peng
Robert Mark
Graeme Moreau
Lisa Clementi
Kim Yates
40+ years of experience
supporting clients through complex transitions and changing markets.
$650 million in assets managed
for over 120 dentists and their families—actively practicing and retired.
3 books authored
by Mark, a leading voice on wealth planning for dental professionals.
Unparalleled access
to premier services as part of RBC, Canada’s largest financial institution.1
1. Based on market capitalization as of April 30, 2025.
