Financial Q&A: How do physicians prepare for being business owners?20220818135444
Financial Q&A: How do physicians prepare for being business owners?
August 18, 2022business, Physicians0 comments
Senior wealth advisor David Bourada talks about how physicians need to prepare for business ownership, and what is missing from their support network. IP Private Wealth provides 360° wealth management and financial planning for affluent Canadians of high net worth through a Family Office model....
Achieving Financial Independence for Women: What Sets Us Back in 202220220422004909
Achieving Financial Independence for Women: What Sets Us Back in 2022
April 22, 2022Integrated Planning, Retirement, Women of Wealth0 comments
Financial independence: a term that has risen in popularity over the years and has come to mean something important to women worldwide. But what does it really look like, and who does it really matter to? What is Financial Independence? Simply stated, financial independence means three things: Control over your finances; The ability to support […]...
Financial Advisor Red Flags – Lessons from My Personal Experience20220407205858
Financial Advisor Red Flags – Lessons from My Personal Experience
April 7, 2022Finance, Hockey professionals0 comments
When you sign your first professional contract, it marks a milestone and a threshold: from that point on, your passion for hockey is now officially a business. You’re getting paid to play a game. Part of this business is converting your income into lasting and sustainable wealth for you and your family beyond your professional […]...
Is it time for financial doom and gloom? We think not.20220222172401
Is it time for financial doom and gloom? We think not.
February 22, 2022economy, Finance, Integrated Planning, Investment0 comments
First and foremost, we must remember that this is not the time to take a short-term view of the situation. Everything has a cycle—markets, economy, taxes, and politics. This is not the first time in history we’ve experienced similar cycles, and that means we can learn from history....
What is IP Private Wealth?20211221165246
What is IP Private Wealth?
December 21, 20210 comments
We’re glad you asked. IP Private Wealth is a wealth management firm that uses a family office philosophy to provide a truly in-depth and comprehensive approach to financial planning. We use the ‘family office’ model, which allows us to help clients through a myriad of financial and lifestyle decisions. Watch this video introduction to our […]...
Entrepreneurial Advice from a 20-year veteran: Corinne Bryson, INEX Inc.20210721142326
Entrepreneurial Advice from a 20-year veteran: Corinne Bryson, INEX Inc.
July 21, 2021advice, business owners, Entrepreneurs0 comments
Building a company from the ground up can be an equally risky and rewarding process for entrepreneurs. To learn more about what it takes to start a business, we sat down with Corinne Bryson, the founder and CEO of INEX Inc, an Ottawa-based business that creates emergency and end-of-life executor kits. Corinne shares many interesting […]...
Financial Planning Designations: Who does what, and who do I need?20210720202155
Financial Planning Designations: Who does what, and who do I need?
July 20, 2021advice, Family office, financial planning0 comments
As if the financial planning and wealth management industry wasn’t already full of jargon, the certifications and designations behind advisors’ names simply add more confusion to the industry. These days there are numerous designations that advisors can get, but they don’t all add up to the same use or value for the client. Here are a few of the most common designations you’ll find in financial ad...
Health Spending Accounts: the benefit plan alternative20210720171339
Health Spending Accounts: the benefit plan alternative
July 20, 2021business, business strategies, employees0 comments
An HSA (also called a Private Health Services Plan) is a method to provide medical, dental and vision benefits in a tax efficient manner; it is Canada Revenue Agency-approved (when constructed properly). A corporation can write off 100% of the costs related to its HSA and all expenses are reimbursed tax-free to the employees ....
Clip: Do hockey players have financial discipline?20210616204041
Clip: Do hockey players have financial discipline?
Former NHL’er-turned-financial planner, Kent Manderville, answers the question: do hockey players have financial discipline off the ice like the discipline they portray on the ice? Listen to the full interview on the IP360° Podcast....
Beyond the Ice: What’s priority for players in the NHL off-season?20210616194207
Beyond the Ice: What’s priority for players in the NHL off-season?
June 16, 2021Family, Family office, hockey family office, Hockey professionals, Lifestyle, Tax Strategies0 comments
Hockey playoffs: it’s an exciting time, but it’s also a time for many teams and players to head into the off-season. So what happens for players when their season is over? We interviewed Kent Manderville to find the answer. Kent Manderville is a former NHL player with 16 years under his belt; he’s also Director […]...