Media Interview: Life After Hockey |Kent Manderville on TSN 120020210401013506

Media Interview: Life After Hockey |Kent Manderville on TSN 1200

Kent Manderville, CFA®, CFP®April 1, 2021, 0 comments
Kent Manderville, Director of the IP Hockey Family Office, joined Lee Versage and AJ Jakubec on the TSN 1200 Drive; Kent shares his insight into life after hockey and the challenges that come with finding new purpose after the end of a sports career. Listen to the entire interview....
Interview with Richard Kluska: Understanding Exit Strategies20210317142419

Interview with Richard Kluska: Understanding Exit Strategies

When it comes to owning a business, there’s always this little voice in the back of your head wondering what will happen in the future. Will you pass your business down through your family? Will you sell off your business to an investor? How will your business assets translate into a successful life for you […]...
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....
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 […]...
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 […]...
Interview: What is the Hockey Family Office? With Kent Manderville, CFP20210103080900

Interview: What is the Hockey Family Office? With Kent Manderville, CFP

Kent Manderville, CFA®, CFP®January 3, 2021, , 0 comments
Hockey professionals seem surrounded in a mystique of glamour and lore, but when the Zamboni clears the ice after the game and the players head home, unique financial complexities faced by these athletes are very real and very important.  Turning ones earnings from a career as a pro athlete into a lifelong source of financial […]...
Clip: How can business owners realize lifelong wealth?20201217092200

Clip: How can business owners realize lifelong wealth?

Richard Kluska, CIM®December 17, 2020, , 0 comments
We interviewed Richard Kluska, CEO of IP Private Wealth, about business owners and achieving lifelong wealth. Listen to the full interview on the IP360° podcast on Podbean....
Interview: What is a family office? With Richard Kluska, CEO20201217075600

Interview: What is a family office? With Richard Kluska, CEO

Richard Kluska, CIM®December 17, 2020, , 0 comments
The term ‘family office’ is becoming more familiar to the layman, and is even being used loosely by a variety of financial service providers. It’s generally understood that family offices are wealth management firms that cater to the affluent, managing their investments and revenue streams; but in this interview we hear what services an authentic […]...
IP360° Podcast, Ep 1 – What Is a Family Office, and Why Do I Need One?20201217062435

IP360° Podcast, Ep 1 – What Is a Family Office, and Why Do I Need One?

Richard Kluska, CIM®December 17, 2020, , 0 comments
We’re joined today by CEO of IP Private Wealth, Richard Kluska. With his decades of experience, and as the founder of the IP 360° philosophy, Richard is the perfect person to walk us through today’s topic: What is a Family Office, and Why do I Need One?...