A Physician’s Guide to Personal Finance and Investing20210311194556
A Physician’s Guide to Personal Finance and Investing
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: Prudent investment 10120210307173743
Clip: Prudent investment 101
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....
7 Questions to ask an accountant at your first meeting20210107074000
7 Questions to ask an accountant at your first meeting
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 […]...
5 financial considerations for physicians during COVID-1920210106090500
5 financial considerations for physicians during COVID-19
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 with a CIO: Discussing Alternative Investments20210105074000
Interview with a CIO: Discussing Alternative Investments
Investments: a key pillar of the family office, and an affluent family’s financial longevity. Yet, so rarely do we get to learn from an expert directly. Habib Saikali, CIO of IP Private Wealth, sat down with CEO Richard Kluska to answer our questions about alternative investments. If you’d like to hear the entire interview, head […]...
IP360° Podcast, Ep 3 – Prudent Investment 10120210105073700
IP360° Podcast, Ep 3 – Prudent Investment 101
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....