Interview with Richard Kluska: Exit Strategies Part 2 – Keeping Busy After Exiting20210422184629

Interview with Richard Kluska: Exit Strategies Part 2 – Keeping Busy After Exiting

Richard Kluska, CIM®April 22, 2021, , , 0 comments
Exiting a business isn’t a one-size-fits-all situation. Everyone is going to have a different idea of what their ideal retirement looks like. A big issue for many people is that they still aren’t ready for the retired life when it comes time to exit their business. So what are they supposed to do with their […]...
What should I do financially in my 30s?20210413184212

What should I do financially in my 30s?

Richard Kluska, CIM®April 13, 2021, 0 comments
The millennial is someone who was born anywhere between 1981 and 1996. Often the kids of hard-working baby boomers, they are usually ambitious, educated, self-confident, and technologically savvy. They often go against the conventional way of thinking or doing things, and tend to push the limits.  Most importantly: they are up to 40 years old […]...
Interview with Amy Friesen: Retirement Living Part Two – The Impact of Covid-1920210326071800

Interview with Amy Friesen: Retirement Living Part Two – The Impact of Covid-19

Preparing for retirement is something that many people put off. Many feel uneasy, nervous, and overwhelmed by all the choices that need to be made. That’s why we sat down with Amy Frissen, CEO and Founder of Tea and Toast Retirement Living Advisory, to get the inside scoop on how to make the best choices […]...
Interview with Amy Friesen: Retirement Living Part One – Know Your Options20210319080800

Interview with Amy Friesen: Retirement Living Part One – Know Your Options

There’s a lot to consider when it comes to leaving your home and moving into a retirement home or a long term care facility. Many people aren’t sure of what they need, what their options are, or how much it’s going to cost them.  We spoke with Amy Friesen, CEO and Founder of Tea and […]...
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 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 […]...
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....
Clip: Retirement Homes Vs Long-term Care Facilities20210228221636

Clip: Retirement Homes Vs Long-term Care Facilities

We talk with Amy Friesen, CEO of Tea & Toast, about the differences between retirement homes and long-term care facilities. Whether you’re choosing an option for yourself or your parents, this interview is a must-hear. Listen to the full interview on the IP360° Podcast....
The best vineyards in Ontario worthy of a day trip20210106200400

The best vineyards in Ontario worthy of a day trip

IP Private WealthJanuary 6, 2021, , 0 comments
Wine tasting: one of the most indulgent pastimes of all time. Going on a vineyard tour is a glamorous adventure, but you’re far too busy to be jet-setting off to France or California at a moment’s notice. Not to worry, though, because some of the new world’s finest wines come from right here in Canada–specifically, […]...