IP360° Podcast, Ep 8: Retirement Homes & LTC: How to Choose?20210314171654

IP360° Podcast, Ep 8: Retirement Homes & LTC: How to Choose?

Amy Friesen, founder, and CEO of Tea & Toast assisted retirement living, talks about the differences between different types of retirement living for yourself and your loved ones.  ...
Top 5 Questions Asked by New Physicians20210312011643

Top 5 Questions Asked by New Physicians

David Bourada, CIM®March 12, 2021, , , 0 comments
Starting out as a new physician is exciting, and the general assumption is that you’re sent out into your profession with everything you’ll need. But there are aspects of your practice and finances that medical school won’t prepare you for. A few key questions to consider for any physician starting out—and even some with experience […]...
A Physician’s Guide to Personal Finance and Investing20210311194556

A Physician’s Guide to Personal Finance and Investing

David Bourada, CIM®March 11, 2021, 0 comments
It’s not unusual for parents to want their children to grow up to become doctors. It’s one of most noble professions in the world and it pays well–or at least that’s the general perception. People see a young doctor and think of a Grey’s Anatomy character driving home in their Porsche to relax in their […]...
Clip: Lifestyle — Blended Families20210307214600

Clip: Lifestyle — Blended Families

Dr. Catherine Horvath, Psych., returns to talk about blended families, and how to introduce a new partner to your children and ex-partner with some tips for an easy transition. Listen to the full interview on the IP360° Podcast....
Clip: Lifestyle — Navigating divorce with children (part 2)20210307214245

Clip: Lifestyle — Navigating divorce with children (part 2)

Dr. Catherine Horvath, Psych., returns to further discuss how to break the news to our children when we begin the divorce process. Part 2 of 2 on this important topic. Listen to the full interview on the IP360° Podcast....
Clip: Lifestyle — Navigating divorce with children (part 1)20210307213741

Clip: Lifestyle — Navigating divorce with children (part 1)

Dr. Catherine Horvath, Psych., discusses how to break the news to our children when we begin the divorce process. Part 1 of 2 on this important topic. Listen to the full interview on the IP360° Podcast....
Clip: Exit Strategies20210307212843

Clip: Exit Strategies

Richard Kluska, CIM®March 7, 2021, , 0 comments
At some point, every business owner has to exit, and there are both financial and emotional impacts with that decision. CEO Richard Kluska talks about the first tenements of a successful exit. Listen to the full interview on the IP360° Podcast....
Clip: Prudent investment 10120210307173743

Clip: Prudent investment 101

Richard Kluska, CIM®March 7, 2021, , , 0 comments
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. Listen to the full interview on the IP360° podcast on Podbean....
Vaccines and What They Mean For Hockey Wealth Management: A Dose of Reality20210304193832

Vaccines and What They Mean For Hockey Wealth Management: A Dose of Reality

Kent Manderville, CFA®, CFP®March 4, 2021, , , 0 comments
It’s been almost a year since the National Hockey League (NHL) paused the 2019-20 season due to the coronavirus pandemic.  During the pause, it became obvious that COVID-19  would have a massively negative financial impact on the world economy and, by extension, the NHL.   The agreement between the NHL and the National Hockey League […]...
IP360° Podcast, Ep 6: Exit Strategies20210302174036

IP360° Podcast, Ep 6: Exit Strategies

At some point, every business owner has to exit, and there are both financial and emotional impacts with that decision. CEO Richard Kluska talks about the first tenements of a successful exit....