First Home Savings Account: Understanding the basics20220823140714
First Home Savings Account: Understanding the basics
What is the First Home Savings Account? In April 2022, the Federal government introduced the “First Home Savings Account”, or FHSA. This new type of registered savings account officially launches in 2023 and will allow Canadians to save up to $40,000 towards their first home. The FHSA combines the features of the RRSP and TFSA, […]...
Achieving Financial Independence for Women: What Sets Us Back in 202220220422004909
Achieving Financial Independence for Women: What Sets Us Back in 2022
Financial independence: a term that has risen in popularity over the years and has come to mean something important to women worldwide. But what does it really look like, and who does it really matter to? What is Financial Independence? Simply stated, financial independence means three things: Control over your finances; The ability to support […]...
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...
Giving the Smart Way: Donor Advised Funds20210928162540
Giving the Smart Way: Donor Advised Funds
A Donor Advised Fund is a singular fund for philanthropic giving; it permits donors to make a charitable contribution to their chosen charities via the Fund as frequently as they desire, in increments to each in various proportions depending on the donor’s desire or the charities’ needs....
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?
The difference between a custodian and an investment manager is confusing, but these two crucial entities work to grow and protect your wealth....
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 […]...
Vaccines and What They Mean For Hockey Wealth Management: A Dose of Reality20210304193832
Vaccines and What They Mean For Hockey Wealth Management: A Dose of Reality
It’s been almost a year since the National Hockey League (NHL) paused the 2019-20 season due to the coronavirus pandemic. During the pause, it became obvious that COVID-19 would have a massively negative financial impact on the world economy and, by extension, the NHL. The agreement between the NHL and the National Hockey League […]...