Mortgage Protection Insurance vs Life Insurance: What you need to know20210113085900

Mortgage Protection Insurance vs Life Insurance: What you need to know

Alex Chevrette, CFP®, CIM®January 13, 2021
If you’re one of the many Canadians to have purchased a home recently, you’ve likely been asked about adding on Mortgage Prot...
7 Questions to ask an accountant at your first meeting20210107074000

7 Questions to ask an accountant at your first meeting

Habib Saikali, CFA®, CPA®, CMA®January 7, 2021
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 best vineyards in Ontario worthy of a day trip20210106200400

The best vineyards in Ontario worthy of a day trip

IP Private WealthJanuary 6, 2021
Wine tasting: one of the most indulgent pastimes of all time. Going on a vineyard tour is a glamorous adventure, but you’re f...
Golf courses worthy of a vacation right here in Canada20210106100800

Golf courses worthy of a vacation right here in Canada

IP Private WealthJanuary 6, 2021
5 Incredible golf courses you can visit right here in Canada As the months grow darker, we find ourselves thinking about enjo...
Checklist: 10 things a Family Office should include20210106091400

Checklist: 10 things a Family Office should include

IP Private WealthJanuary 6, 2021
The term ‘family office’ gets used a lot these days. Much like the term ‘cappuccino’, it’s not always used to genuinely descr...
Beyond the Ice: Wealth Management for NHL Players During COVID-1920210106091100

Beyond the Ice: Wealth Management for NHL Players During COVID-19

Kent Manderville, CFP®January 6, 2021
With the anticipated return of NHL hockey coming on January13th for a 56-game regular season, some semblance of normalcy is b...
5 financial considerations for physicians during COVID-1920210106090500

5 financial considerations for physicians during COVID-19

David Bourada, CIM®January 6, 2021
As we enter 2021, we’ve had many conversations with physicians throughout the COVID-19 pandemic. Outside of the obvious risks...
Beyond the Ice: Transitioning out of Hockey20210105100100

Beyond the Ice: Transitioning out of Hockey

Kent Manderville, CFP®January 5, 2021
Life after hockey: it’s something that many hockey professionals don’t want to think about. But the reality is, a career play...
Clip: How a hockey player can spot a good investment20210105095900

Clip: How a hockey player can spot a good investment

Kent Manderville, CFP®January 5, 2021
We interviewed Kent Manderville, Former NHL player and Director of the IP Hockey Family Office, about what it’s like fo...
Clip: transitioning to life after hockey20210105095400

Clip: transitioning to life after hockey

Kent Manderville, CFP®January 5, 2021
We interviewed Kent Manderville, former NHL player and Director of the IP Hockey Family Office, about the challenges transiti...
Clip: What is a family hockey office?20210105095300

Clip: What is a family hockey office?

Kent Manderville, CFP®January 5, 2021
We interviewed Kent Manderville, former NHL player and Director of the IP Hockey Family Office, about the IP Hockey Family Of...
IP360° Podcast, Ep 5 – Beyond the Ice Edition: Transitioning from Player to What’s Next20210105074500

IP360° Podcast, Ep 5 – Beyond the Ice Edition: Transitioning from Player to What’s Next

Kent Manderville, CFP®January 5, 2021
We’re joined today by former NHL player and Director of the IP Hockey Family Office, Kent Manderville. With his years o...
Beyond the Ice: Balancing Hockey and Life20210105074300

Beyond the Ice: Balancing Hockey and Life

Kent Manderville, CFP®January 5, 2021
Work hard, play hard: a familiar phrase, but when we’re talking about hockey players, the play is the work. So how does a pla...
IP360° Podcast, Ep 4 – Beyond the Ice Edition: Challenges of Balancing Life and Hockey20210105074200

IP360° Podcast, Ep 4 – Beyond the Ice Edition: Challenges of Balancing Life and Hockey

Kent Manderville, CFP®January 5, 2021
We’re joined today by former NHL players and Director of the IP Hockey Family Office, Kent Manderville. With his years ...
Interview with a CIO: Discussing Alternative Investments20210105074000

Interview with a CIO: Discussing Alternative Investments

Habib Saikali, CFA®, CPA®, CMA®January 5, 2021
Investments: a key pillar of the family office, and an affluent family’s financial longevity. Yet, so rarely do we get to lea...
IP360° Podcast, Ep 3 – Prudent Investment 10120210105073700

IP360° Podcast, Ep 3 – Prudent Investment 101

IP Private WealthJanuary 5, 2021
We’re joined today by CEO of IP Private Wealth, Richard Kluska, alongside CIO Habib Saikali. CIO Habib Saikali answers ...
Clip: When should hockey players start thinking about the future?20210103092800

Clip: When should hockey players start thinking about the future?

Kent Manderville, CFP®January 3, 2021
We interviewed Kent Manderville, Former NHL player and Director of the IP Hockey Family Office, about when to start thinking ...
Interview: What is the Hockey Family Office? With Kent Manderville, CFP20210103080900

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

Kent Manderville, CFP®January 3, 2021
Hockey professionals seem surrounded in a mystique of glamour and lore, but when the Zamboni clears the ice after the game an...
IP360° Podcast, Ep 2 – Beyond the Ice Edition: What is the Hockey Family Office?20210103070100

IP360° Podcast, Ep 2 – Beyond the Ice Edition: What is the Hockey Family Office?

Kent Manderville, CFP®January 3, 2021
We’re joined today by former NHL player and Director of the IP Hockey Family Office, Kent Manderville. With his years o...
Clip: How can business owners realize lifelong wealth?20201217092200

Clip: How can business owners realize lifelong wealth?

Richard Kluska, CIM®December 17, 2020
We interviewed Richard Kluska, CEO of IP Private Wealth, about business owners and achieving lifelong wealth. Listen to the f...
Interview: What is a family office? With Richard Kluska, CEO20201217075600

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

IP Private WealthDecember 17, 2020
The term ‘family office’ is becoming more familiar to the layman, and is even being used loosely by a variety of financial se...
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?

IP Private WealthDecember 17, 2020
We’re joined today by CEO of IP Private Wealth, Richard Kluska. With his decades of experience, and as the founder of t...
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