What makes us unique
Our Strategic Alliances
At Mullins Capital Management, our focus is helping clients create wealth independent of their employment or business income. This can involve sophisticated tax strategies, re-evaluation of corporate structures, and estate planning.
This is where we rely on our external network of advisors in the tax, legal and insurance fields, all located in Ottawa.
Everyone in this professional network has been hand-selected on the basis of their expertise as well as their commitment to keeping our clients’ best interests at heart. This fosters a collaborative effort where we can stay current on a wide spectrum of financial issues.
As well, to keep our business cutting-edge and our knowledge current, we work with a number of world class consultants. These include:
Dimensional Fund Advisors (DFA)
Dimensional maintains numerous affiliations with academics at the leading edge of financial and economic theory. They apply this intellectual capital to the practical world of investing by offering sophisticated, research-based asset management solutions that until recently were only available to institutional investors.
Mullins Capital Management is one of a select group of advisors in Canada working with DFA.
The Strategic Coach
The Strategic Coach is an organization run by entrepreneurs, for entrepreneurs. They provide Mullins Capital Management a forum for discussion with other entrepreneurs giving us the direction, confidence, capability and focus to allow participants to achieve business and personal success.
CEG Worldwide
We work extensively with CEG Worldwide, an elite consulting firm to the financial services industry. Our affiliation with CEG keeps us abreast of today’s most effective relationship-building methods and helps us stay true to our vision of providing world-class client service.
