You can rely on our team to adhere to the highest professional and ethical standards, reflected in transparent honesty and complete harmony in what we think, say, and do. We base every recommendation on what is most advantageous to you given your circumstances, ensuring your best interests are put first.
Our team
Our clients benefit from Advisors with decades of experience navigating bull and bear markets, who thoroughly understand the fears and opportunities market volatility can present and are committed to partnering with them through all stages of their life’s journey.
Nevertheless, it takes more than experience to remain agile in an ever-changing society. We recognize the importance of responding rapidly to changes without losing momentum or vision and are committed to providing a multi-generational service offering, ensuring your family’s legacy will flourish for years to come. This is why our experienced advisors are already mentoring the next generation of wealth management professionals who employ the latest technology and a spirit of continuous innovation to ensure our team remains agile.
Our team’s composition encompasses the added values of both experience and agility. Partner with our multi-disciplinary team to establish wealth management strategy that is uniquely designed for you. Select the calendar icon to the left to schedule an appointment and learn how our dedicated team can partner with you to develop a personalized wealth plan tailored to your individual retirement and life goals.
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
Our core values
You can rely on our team to openly share information, resources and opportunities that will educate you, developing your confidence and ability to make sound financial decisions. We empower you to achieve your goals, pursue your passions and enjoy your life without the stress of worrying about your financial well-being.
You can rely on the added value of our team’s experience and expertise to guide you through every aspect of your financial plan, from quantifying your dreams to making them come true. We establish an in-depth understanding of your priorities, develop a customized long-term plan for achieving your financial goals, and provide continuous support and accountability.
2017 and 2018 Portfolio Management Excellence Awards
The Mallender Wealth Management Group has demonstrated excellence in managing clients’ assets by ranking in the first quartile for investment returns and Sharpe ratio for the past 5 consecutive years. After winning the award in 2017,we delivered the top risk adjusted performance within National Bank Financial’s southwestern region once again in 2018.
2016 Investment Advisor of the Year Award
Craig Mallender, Portfolio Manager for the Mallender Wealth Management Group and Vice President of the National Bank Financial branch located in Windsor, Ontario, has consistently demonstrated excellence with his client centered approach and exceptional management of client assets. After winning the award in 2013 and 2014, he and is team executed superior performance to that of his peers within National Bank Financial’s southwestern region once again in 2016.
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