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
Woman celebrating investment return

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
Glass half full

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?

Jordan Danger StalkerDecember 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

Jordan Danger StalkerSeptember 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
senior man reading newspaper on a bench in a park

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...
When Should Hockey Players Begin Investing?20210921152413
a hockey puck with piles of money

When Should Hockey Players Begin Investing?

Kent Manderville, CFA®, CFP®September 21, 2021
Hockey players have a short earnings window and need to determine an investment strategy early on, so their wealth can carry ...
5 Bucket List Items to Check Off Before Summer Ends20210830133812
Two chairs on a Cottage Dock at sunset on a lake surrounded by trees

5 Bucket List Items to Check Off Before Summer Ends

IP Private WealthAugust 30, 2021
Despite the fleeting nature of most adventures, certain transformative experiences can lead to memories that last you a lifet...
The Top Private Schools Based on Your Child’s Personality Type20210830133337
Children gathered in school uniforms

The Top Private Schools Based on Your Child’s Personality Type

IP Private WealthAugust 30, 2021
An overwhelming number of private schools that exist globally, making it difficult to decide which establishment is best suit...
How to ‘Start-Up’ Work-Life Balance as an Entrepreneur20210830133220

How to ‘Start-Up’ Work-Life Balance as an Entrepreneur

IP Private WealthAugust 30, 2021
The life of an entrepreneur is a constant juggling act. From ongoing brainstorming sessions to client meetings, it is often d...
The Top Ontario Vacation Spots to Discover this Autumn20210830133039
Family together in autumn with fallen leaves in their hands

The Top Ontario Vacation Spots to Discover this Autumn

IP Private WealthAugust 30, 2021
autumn brings us ample opportunities to uncover Ontario’s beauty before the trees go barren and winter storms lock us up in ...
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