Mortgage Protection Insurance vs Life Insurance: What you need to know20210113085900
Mortgage Protection Insurance vs Life Insurance: What you need to know
If you’re one of the many Canadians to have purchased a home recently, you’ve likely been asked about adding on Mortgage Protector Insurance when signing for your mortgage—and likely, the bank advisor suggested you just check ‘no’ in all the boxes. Mortgage Protection Insurance is sold by mortgage lenders to cover the remainder of your […]...
7 Questions to ask an accountant at your first meeting20210107074000
7 Questions to ask an accountant at your first meeting
End of year is upon us, and it’s time for the dreaded, often onerous accountant meetings. It’s a time when we’re reminded of the importance of our financial advisors, especially our accountants. If you’ve already established a relationship with an accountant, you may want to ask yourself, when was the last time I assessed if […]...
The best vineyards in Ontario worthy of a day trip20210106200400
The best vineyards in Ontario worthy of a day trip
Wine tasting: one of the most indulgent pastimes of all time. Going on a vineyard tour is a glamorous adventure, but you’re far too busy to be jet-setting off to France or California at a moment’s notice. Not to worry, though, because some of the new world’s finest wines come from right here in Canada–specifically, […]...
Golf courses worthy of a vacation right here in Canada20210106100800
Golf courses worthy of a vacation right here in Canada
5 Incredible golf courses you can visit right here in Canada As the year progresses, we find ourselves thinking about enjoying some great golf and balmy vacation destinations. Current travel restrictions may have you worried about your options, but what better time to explore the gems within our own borders! Canada is home to some […]...
Checklist: 10 things a Family Office should include20210106091400
Checklist: 10 things a Family Office should include
The term ‘family office’ gets used a lot these days. Much like the term ‘cappuccino’, it’s not always used to genuinely describe what’s being sold. Unlike a bad cappuccino, though, there’s a lot more serious downside in choosing a wealth management firm that inaccurately represents itself as a true family office. A family office, in […]...
5 financial considerations for physicians during COVID-1920210106090500
5 financial considerations for physicians during COVID-19
As we enter 2021, we’ve had many conversations with physicians throughout the COVID-19 pandemic. Outside of the obvious risks associated with frontline health services during this time, physicians need to be focused on other financial considerations for the year ahead. Here are our top five. ONE: Look into available government relief programs Canada Emergency Business […]...
Interview with a CIO: Discussing Alternative Investments20210105074000
Interview with a CIO: Discussing Alternative Investments
Investments: a key pillar of the family office, and an affluent family’s financial longevity. Yet, so rarely do we get to learn from an expert directly. Habib Saikali, CIO of IP Private Wealth, sat down with CEO Richard Kluska to answer our questions about alternative investments. If you’d like to hear the entire interview, head […]...
IP360° Podcast, Ep 3 – Prudent Investment 10120210105073700
IP360° Podcast, Ep 3 – Prudent Investment 101
We’re joined today by CEO of IP Private Wealth, Richard Kluska, alongside CIO Habib Saikali. CIO Habib Saikali answers questions with CEO Richard Kluska about prudent investing 101....