Lessons for Hockey Players from Past Recessions20220818140748

Lessons for Hockey Players from Past Recessions

Kent Manderville, CFA®, CFP®August 18, 2022, 0 comments
Every hockey professional knows the value of having a plan in place when it comes to the game of hockey.  Whether it’s a player with a summer training program or a coach with a team’s season plan, having a plan in place before a game, series or season is valuable and provides an action plan […]...
Financial Advisor Red Flags – Lessons from My Personal Experience20220407205858

Financial Advisor Red Flags – Lessons from My Personal Experience

Kent Manderville, CFA®, CFP®April 7, 2022, 0 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 […]...
Russia Invading Ukraine: An investor’s perspective20220224163738

Russia Invading Ukraine: An investor’s perspective

Habib Saikali, CFA®, CPA®, CMA®February 24, 2022, , 0 comments
Starting 2022 off with another crisis, we watch as Russia invades Ukraine and launches an aggressive military strike. Having to deal with COVID for the past two years, the world is now facing a new disease—the disease of aggression by the Russians. Sadly, there is no MRNA vaccine for this aggressive pathology, and we must […]...
Closing the Gender Wealth & Investing Gap20220222220228

Closing the Gender Wealth & Investing Gap

Even as women are becoming increasingly responsible for bringing in an equal (or greater) share of the household income, there’s lagging support in familiarizing women with investment strategies. And while a large number of Canadians are not truly financially literate, men often plunge ahead with investments and other financial strategies due to their statistically greater appetite for risk....
Is it time for financial doom and gloom? We think not.20220222172401

Is it time for financial doom and gloom? We think not.

Richard Kluska, CIM®February 22, 2022, , , 0 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?

syncoadminDecember 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 […]...
What does the Custodian do for Me and My Wealth Management Firm?20210921154200

What does the Custodian do for Me and My Wealth Management Firm?

The difference between a custodian and an investment manager is confusing, but these two crucial entities work to grow and protect your wealth....
When Should Hockey Players Begin Investing?20210921152413

When Should Hockey Players Begin Investing?

Kent Manderville, CFA®, CFP®September 21, 2021, , 0 comments
Hockey players have a short earnings window and need to determine an investment strategy early on, so their wealth can carry them across a lifetime. Kent Manderville explains it all....
Entrepreneurial Advice from a 20-year veteran: Corinne Bryson, INEX Inc.20210721142326

Entrepreneurial Advice from a 20-year veteran: Corinne Bryson, INEX Inc.

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 […]...
IP360° Podcast Ep 12: Entrepreneurial lessons from Corinne Bryson, InEx Inc20210720220647

IP360° Podcast Ep 12: Entrepreneurial lessons from Corinne Bryson, InEx Inc

Corinne Bryson is founder and CEO of INEX Inc., a company devoted to creating executor packages and resources that are distributed through funeral homes. Corrine began her entrepreneurship journey 20 years ago and we asked her to join us on the IP360° Podcast to share lessons, stories, and warnings for the next wave of business […]...
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