Overview

Mulvihill Wealth Management offers segregated discretionary portfolio management to individuals, families, foundations and associations with a minimum of $1 million of assets available for investment. We specialize in a growth style of management for clients, favouring companies with strong management and long-term sustainable earnings. Wealth Management clients benefit from the research capabilities and the trading efficiencies provided by Mulvihill Capital Management Inc.

Superior client service distinguishes Mulvihill Wealth Management from other investment counselors. Each client's financial situation and needs are carefully evaluated in terms of investment objectives, time horizons, income requirements, liquidity, tax efficiency and international exposure. Once this evaluation is completed and the client's investment profile is established, then an appropriate asset mix is developed and securities are chosen. These securities could include bonds, income trusts, Canadian, U.S. or international equities, and selected Mulvihill mutual funds. This process is just the beginning of Mulvihill's exemplary client service.

Mulvihill has made a commitment to meet with each wealth management client at least two times per year and to maintain contact on a monthly basis. Mulvihill’s portfolio managers and client service personnel are always available to answer questions between regular meetings. Each senior investment professional is responsible for less than 100 client/family relationships, ensuring that everyone receives the personal attention they demand and deserve.

In addition to regular meetings and monthly contact, Mulvihill Wealth Management clients receive a personal review statement of their portfolio every quarter, which compares their portfolio's performance against the particular markets in which they are invested. An overview of the economy, interest rates and Mulvihill's outlook for the markets is part of this quarterly statement.