Mortgage Protection Insurance vs Life Insurance: What you need to know20210113085900

Mortgage Protection Insurance vs Life Insurance: What you need to know

Richard Kluska, CIM®January 13, 2021, , , 0 comments
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

Habib Saikali, CFA®, CPA®, CMA®January 7, 2021, , 0 comments
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

IP Private WealthJanuary 6, 2021, , 0 comments
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

IP Private WealthJanuary 6, 2021, , 0 comments
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

Richard Kluska, CIM®January 6, 2021, , , 0 comments
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 […]...
Beyond the Ice: Wealth Management for NHL Players During COVID-1920210106091100

Beyond the Ice: Wealth Management for NHL Players During COVID-19

Kent Manderville, CFA®, CFP®January 6, 2021, , , 0 comments
With the anticipated return of NHL hockey coming on January13th for a 56-game regular season, some semblance of normalcy is back in the hockey world, although it remains to be seen how many games are actually played in the 2021 season. While vaccines are now being distributed throughout Canada and the US, full arenas and […]...
5 financial considerations for physicians during COVID-1920210106090500

5 financial considerations for physicians during COVID-19

David Bourada, CIM®January 6, 2021, , , 0 comments
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 […]...
Beyond the Ice: Transitioning out of Hockey20210105100100

Beyond the Ice: Transitioning out of Hockey

Kent Manderville, CFA®, CFP®January 5, 2021, , , 0 comments
Life after hockey: it’s something that many hockey professionals don’t want to think about. But the reality is, a career playing hockey is much shorter than the usual ‘normal’ career a person might have. A player will have many years ahead of him post-career, and often a second career will be a logical next step.  […]...
Clip: How a hockey player can spot a good investment20210105095900

Clip: How a hockey player can spot a good investment

Kent Manderville, CFA®, CFP®January 5, 2021, , , , 0 comments
We interviewed Kent Manderville, former NHL player and Director of the IP Hockey Family Office, about what it’s like for players to consider and evaluate investment opportunities. Listen to the full interview on the IP360° podcast on Podbean....
Clip: Transitioning to life after hockey20210105095400

Clip: Transitioning to life after hockey

Kent Manderville, CFA®, CFP®January 5, 2021, , , , 0 comments
We interviewed Kent Manderville, former NHL player and Director of the IP Hockey Family Office, about the challenges transitioning out of hockey life. Listen to the full interview on the IP360° podcast on Podbean....
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