Our services

Your first point of contact for all financial matters

 

Simplify your life

 

Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are. 

Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.

 

We encourage you to tell us your problem so that we can help find the appropriate solution.

Our Purpose

Our approach is aligned with National Bank Financial Wealth Management's commitment to meeting all of our clients' needs.

At the Massullo Wealth Management Group, clients should expect a high level of care because that is the only constant in an ever-changing world.

Your needs will evolve over time and we are supported by a team of experts who can provide integrated solutions to keep you on track.

We cannot measure our success until we help you achieve yours!

Our Process

We use proven strategies to create a personalized plan of action that is relevant, realistic and sustainable.

These methods also provide stability as you navigate volatile capital markets.

Our services are most valuable to established investors who require capital protection, reliable cash flow, tax efficiency & lifestyle planning.

We also offer guidance to emerging investors who require these same services but lack the knowledge & experience to go it alone.

Discretionary Management

Mark Massullo was granted the title of Portfolio Manager by National Bank Financial in March 2015. This title was confirmed by the Investment Industry Regulatory Organization of Canada (IIROC) in April 2015.

Investment Advisors with the Portfolio Manager designation have obtained the additional ability to manage your investments on a discretionary basis.  Clients of the Massullo Wealth Management Group have access to a valuable service that is not commonly available to the Canadian public.

This program is ideal for clients who wish to delegate the day-to-day management of their investment portfolio so they can devote their time to other matters.

Portfolio Management

A landmark study by Brinson, Singer and Beebower in 1991 determined that asset allocation is the most important long-term determinant of investment returns.  Past performance, stock selection, and market timing were far less influential towards achieving long-term results.

Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's goals, risk tolerance and investment horizon.  The three main asset classes - cash & equivalents, fixed income and equities - have different levels of risk and return, so each will behave differently over time.

The study's results suggested that over 90% of your performance is driven by asset allocation.  Therefore our portfolio management efforts follow a predictable and repeatable process to eliminate speculation.

We also introduce alternative assets to complement the traditional categories to ensure your portfolio remains relevant to current market conditions.

Words of Wisdom

Dr. Martin Luther King had a dream.

“We must learn to live together as brothers or perish together as fools.”

 Thomas Edison had an idea.

“To invent, you need a good imagination and a pile of junk.”

Henry Ford had a vision.

“Obstacles are those frightful things you see when you take your eyes off your goal.”

Benjamin Franklin had a plan.

“By failing to prepare, you are preparing to fail.”

Contact us

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