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Upcoming CE
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Creating Passive Income Streams - New Members Night
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Speakers' Biographies
Mark McNulty, BA, CFP, CIM.
Mark is a widely recognized expert in Canada on financial and retirement planning for dentists. For over twenty years Mark has been a speaker for the Ontario Dental Association and a regular contributor to Ontario Dentist, the journal of the Ontario Dental Association. In addition to multiple television and radio appearances, Mark has authored three books, the most recent is The $6 Million Dentist.
Robert Mark, CFA
Rob joined the McNulty Group after a twenty-plus-year career on Bay Street. Prior to joining the firm, Rob was a portfolio manager and investment strategist at two of Canada's most respected investment firms, MacDougall, MacDougall & MacTier (3Macs) and Raymond James Canada. Rob graduated from Queen's University in 1996 and was awarded his CFA Charter (Chartered Financial Analyst) in 2003.
Categories of discussion inlude:
- The Stock Market
- Bonds
- Private Equity
- Annuities
- Permanent Insurance
- Real Estate
- Alternative Strategies
Learning objectives:
- Understand how each category can be used to create a passive income stream.
- Understand tax planning around each category to maximize your cash flow.
- See how your colleagues have used each of these tools to fund their lifestyle while not eating into their savings.
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Ontario Dental Association
4 New Street, Toronto, Ontario M5R 1P6
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www.oda.ca
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