Financial Advisor Red Flags – Lessons from My Personal Experience20220407205858
Financial Advisor Red Flags – Lessons from My Personal Experience
When you sign your first professional contract, it marks a milestone and a threshold: from that point on, your passion for hockey is now officially a business. You’re getting paid to play a game. Part of this business is converting your income into lasting and sustainable wealth for you and your family beyond your professional […]...
Closing the Gender Wealth & Investing Gap20220222220228
Closing the Gender Wealth & Investing Gap
Even as women are becoming increasingly responsible for bringing in an equal (or greater) share of the household income, there’s lagging support in familiarizing women with investment strategies. And while a large number of Canadians are not truly financially literate, men often plunge ahead with investments and other financial strategies due to their statistically greater appetite for risk....
Is it time for financial doom and gloom? We think not.20220222172401
Is it time for financial doom and gloom? We think not.
First and foremost, we must remember that this is not the time to take a short-term view of the situation. Everything has a cycle—markets, economy, taxes, and politics. This is not the first time in history we’ve experienced similar cycles, and that means we can learn from history....
In the news: Kent Manderville in Faces Magazine20211109212826
In the news: Kent Manderville in Faces Magazine
Kent Manderville sat down with Faces Mag for an intimate interview, talking about IP Hockey Family Office. Kent has found a second career post-NHL that not only benefits him, but other NHL players as well. His role as Director of the IP Hockey Family Office and his journey to that seat is an intriguing story. Read more about Kent in the magazine....
In the news: Kent Manderville in the Globe & Mail20211109212133
In the news: Kent Manderville in the Globe & Mail
Kent Manderville, Director of the IP Hockey Family Office, was recently interviewed by Brenda Bouw of the Globe & Mail. Kent's story is compelling and certainly newsworthy: a former NHL player with 16 years on the ice, Kent has evolved into a second career with strong ties to professional hockey. As a CFA and CFP, Kent's journey shows us that we can have more than one calling in our lifetimes--esp...
Getting what you earned: Converting business values to personal net worth & income20210422174504
Getting what you earned: Converting business values to personal net worth & income
April 22, 2021business strategies, exit strategies, Family office, Finance, financial planning0 comments
With boomers leaving the workforce and retiring in droves, recent stats show that less than 50% of business owners have a clear plan for leaving their business with money in their pocket. Richard Kluska and the team at IP Private Wealth is working to get them back on track. For the past 20+ years, Kluksa […]...
Clip: Exit Strategies20210307212843
Clip: 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. Listen to the full interview on the IP360° Podcast....
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....
Mortgage Protection Insurance vs Life Insurance: What you need to know20210113085900
Mortgage Protection Insurance vs Life Insurance: What you need to know
If you’re one of the many Canadians to have purchased a home recently, you’ve likely been asked about adding on Mortgage Protector Insurance when signing for your mortgage—and likely, the bank advisor suggested you just check ‘no’ in all the boxes. Mortgage Protection Insurance is sold by mortgage lenders to cover the remainder of your […]...
Beyond the Ice: Wealth Management for NHL Players During COVID-1920210106091100
Beyond the Ice: Wealth Management for NHL Players During COVID-19
With the anticipated return of NHL hockey coming on January13th for a 56-game regular season, some semblance of normalcy is back in the hockey world, although it remains to be seen how many games are actually played in the 2021 season. While vaccines are now being distributed throughout Canada and the US, full arenas and […]...