Mullane Wealth Management Group at National Bank Financial

Mullane Wealth Management Group at National Bank Financial

Edmonton, Alberta, Canada
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About

The Mullane Wealth Management Group at National Bank Financial builds investment management and financial planning solutions specifically tailored to the unique needs of each client and their family. As your dedicated partners, we will devote time and energy to fully understand your financial situation, life goals and risk tolerance when creating a wealth management strategy that is right for you. We believe that a team-based approach is the best way to manage wealth and achieve your goals.

The Mullane Wealth Management Group is a highly qualified group of investment professionals led by Kevin Mullane. Together we bring over 60 years of wealth management experience and numerous financial designations including the Chartered Financial Analyst (CFA), Canadian Investment Manager (CIM), Financial Management Advisor (FMA), and Derivatives Management Specialist (DMS).

Our team's main goal is to take the worry out of investing for our clients by providing a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs. Together we help our clients to build their net worth though a disciplined process designed to keep our clients on track for long-term success.

Contact us for a complimentary second opinion of your investment portfolio.

Email: kevin.mullane@nbc.ca, chris.kothlow@nbc.ca, kyle.murphy@nbc.ca
Direct: 780-412-6605 or toll-free 1-800-253-9873

Together with our team of experts we specialize in:
- Investment Management and Asset Allocation
- Retirement Planning
- Wealth Planning and Tax Optimization
- Estate Planning and Trust Services
- Insurance Planning
- Strategic Philanthropy and Legacy Planning

“The opinions, endorsements and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.”

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Experience

Education

  • CFA is the globally recognized gold standard for investment professionals. A multi-year graduate level course program emphasizing advanced study in finance and accounting analysis, global asset management, risk management, investor behavior, estate planning, and the highest standards in the world for professional and ethical conduct among investment professionals.

  • The ability to conduct discretionary portfolio management services on behalf of clients. Specialization in high-level investment strategies tailored to affluent and institutional clients. Development of meaningful relationships with clients, built upon trust, respect and truly effective portfolio management. Credibility in the eyes of clients, peers, employers and regulators through dedication to a higher professional standard. Advanced money management strategies that best serve affluent and…

    The ability to conduct discretionary portfolio management services on behalf of clients. Specialization in high-level investment strategies tailored to affluent and institutional clients. Development of meaningful relationships with clients, built upon trust, respect and truly effective portfolio management. Credibility in the eyes of clients, peers, employers and regulators through dedication to a higher professional standard. Advanced money management strategies that best serve affluent and institutional clients. Ability to tailor both traditional and/or sophisticated investment strategies to the unique needs of each client. Effective portfolio management within Canadian markets and regulatory requirements.

  • Canadian Securities Course, Investment Management Techniques Course, Portfolio Management Techniques Course, Wealth Management Essentials Course, WME Financial Planning Supplement Course, Derivatives Fundamentals Course, Options Licensing Course, LLQP Insurance Course (LIC)

Licenses & Certifications

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