Is disability insurance important for physicians?20230529130050
Should physicians incorporate?20230529125954

Should physicians incorporate?

David Bourada, CIM®May 29, 2023
...
How do physicians prepare for being business owners?20230529125822
Should physicians pay down debt or start saving?20230412012648

Should physicians pay down debt or start saving?

David Bourada, CIM®April 12, 2023
...
HOW WILL YOU SELL YOUR BUSINESS?20230412011951

HOW WILL YOU SELL YOUR BUSINESS?

Richard Kluska, CIM®April 12, 2023
Twenty-five years ago I read the book “The E Myth: Why Most Small Businesses Don’t Work and What to Do About It” by Michael E...
First Home Savings Account: Understanding the basics20220823140714

First Home Savings Account: Understanding the basics

David Bourada, CIM®August 23, 2022
What is the First Home Savings Account? In April 2022, the Federal government introduced the “First Home Savings Account”, or...
Lessons for Hockey Players from Past Recessions20220818140748

Lessons for Hockey Players from Past Recessions

Kent Manderville, CFA®, CFP®August 18, 2022
Every hockey professional knows the value of having a plan in place when it comes to the game of hockey.  Whether it’s a...
Financial Q&A: How do physicians prepare for being business owners?20220818135444

Financial Q&A: How do physicians prepare for being business owners?

David Bourada, CIM®August 18, 2022
Senior wealth advisor David Bourada talks about how physicians need to prepare for business ownership, and what is missing fr...
Understanding your child’s RESP20220608161350

Understanding your child’s RESP

Cassandra RolphJune 8, 2022
Hearing the word RESP is common around this time of year as your kids accept offers to university or college and begin prepar...
In the media: Kent Manderville talks with Next Shift Hockey20220608153636

In the media: Kent Manderville talks with Next Shift Hockey

Kent Manderville, CFA®, CFP®June 8, 2022
Kent Manderville, Director of the IP Hockey Family Office, sat down with Next Shift Hockey for a podcast interview talking ab...
In the media: Kent Manderville talks with MoneyWise20220608153223

In the media: Kent Manderville talks with MoneyWise

Kent Manderville, CFA®, CFP®June 8, 2022
Kent Manderville, Director of the IP Hockey Family Office, sat down with Sigrid Forberg of MoneyWise for an interview talking...
Achieving Financial Independence for Women: What Sets Us Back in 202220220422004909

Achieving Financial Independence for Women: What Sets Us Back in 2022

Cassandra RolphApril 22, 2022
Financial independence: a term that has risen in popularity over the years and has come to mean something important to women ...
In the media: Kent Manderville talks with Financial Planning Magazine20220420160925

In the media: Kent Manderville talks with Financial Planning Magazine

Kent Manderville, CFA®, CFP®April 20, 2022
Kent Manderville, Director of the IP Hockey Family Office, sat down with Justin Mack of Financial Planning Magazine for a pod...
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
When you sign your first professional contract, it marks a milestone and a threshold: from that point on, your passion for ho...
Russia Invading Ukraine: An investor’s perspective20220224163738

Russia Invading Ukraine: An investor’s perspective

Habib Saikali, CFA®, CPA®, CMA®February 24, 2022
Starting 2022 off with another crisis, we watch as Russia invades Ukraine and launches an aggressive military strike. Having ...
Closing the Gender Wealth & Investing Gap20220222220228

Closing the Gender Wealth & Investing Gap

Cassandra RolphFebruary 22, 2022
Even as women are becoming increasingly responsible for bringing in an equal (or greater) share of the household income, ther...
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
First and foremost, we must remember that this is not the time to take a short-term view of the situation. Everything has a c...
What is IP Private Wealth?20211221165246

What is IP Private Wealth?

syncoadminDecember 21, 2021
We’re glad you asked. IP Private Wealth is a wealth management firm that uses a family office philosophy to provide a t...
Should I Pay Myself in Salary or Dividends?20211116182741

Should I Pay Myself in Salary or Dividends?

IP Private WealthNovember 16, 2021
It comes up in every initial meeting we have with a business owner: the question of salary versus dividends. Both are legitim...
How doctors can protect their income in case of illness20211109215208

How doctors can protect their income in case of illness

David Bourada, CIM®November 9, 2021
You’ve likely invested over 10 years of your life and over $200,000 into your education on your path to becoming a physician—...
In the news: Kent Manderville in Faces Magazine20211109212826

In the news: Kent Manderville in Faces Magazine

Kent Manderville, CFA®, CFP®November 9, 2021
Kent Manderville sat down with Faces Mag for an intimate interview, talking about IP Hockey Family Office. Kent has found a s...
In the news: Kent Manderville in the Globe & Mail20211109212133

In the news: Kent Manderville in the Globe & Mail

Kent Manderville, CFA®, CFP®November 9, 2021
Kent Manderville, Director of the IP Hockey Family Office, was recently interviewed by Brenda Bouw of the Globe & Mail. Kent'...
Clip: What changes do retirees face?20210928174221

Clip: What changes do retirees face?

IP Private WealthSeptember 28, 2021
Jenni Beharry of Caven Nutrition explains that retirement is mostly about attitude. This clip is from her interview on retire...
Giving the Smart Way: Donor Advised Funds20210928162540

Giving the Smart Way: Donor Advised Funds

David Bourada, CIM®September 28, 2021
A Donor Advised Fund is a singular fund for philanthropic giving; it permits donors to make a charitable contribution to thei...
Golden Nutrition: Eating for Retirees20210928011543

Golden Nutrition: Eating for Retirees

syncoadminSeptember 28, 2021
As we hit our retirement years, our nutrition needs change--and no one really tells us what to expect. A lot of our poor diet...
Jet Fuel: Nutrition for Executives20210928010335

Jet Fuel: Nutrition for Executives

IP Private WealthSeptember 28, 2021
Eating right when you're pulling long workdays, running to meetings, or traveling for business is just plain difficult. But w...
IP360° Podcast Ep 14: Nutrition for Executives on the Go20210928004630

IP360° Podcast Ep 14: Nutrition for Executives on the Go

IP Private WealthSeptember 28, 2021
Jenni Beharry is one of Ottawa's most popular nutritionists, working from the award-winning offices of Caven Nutrition. We a...
IP360° Podcast Ep 13: Nutrition for the Retirement Lifestyle20210928004051

IP360° Podcast Ep 13: Nutrition for the Retirement Lifestyle

IP Private WealthSeptember 28, 2021
Jenni Beharry is one of Ottawa's most popular nutritionists, working from the award-winning offices of Caven Nutrition. We a...
The Men in Menopause: What is Andropause?20210927231127

The Men in Menopause: What is Andropause?

IP Private WealthSeptember 27, 2021
More commonly known as “male menopause”, andropause occurs when the body naturally begins to produce less of the primary male...
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?

IP Private WealthSeptember 21, 2021
The difference between a custodian and an investment manager is confusing, but these two crucial entities work to grow and pr...
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