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 […]...
In the news: Kent Manderville in Faces Magazine20211109212826

In the news: Kent Manderville in Faces Magazine

Kent Manderville, CFA®, CFP®November 9, 2021, , , 0 comments
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, CFA®, CFP®November 9, 2021, , , 0 comments
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...
Clip: What changes do retirees face?20210928174221

Clip: What changes do retirees face?

IP Private WealthSeptember 28, 2021, 0 comments
Jenni Beharry of Caven Nutrition explains that retirement is mostly about attitude. This clip is from her interview on retirement nutrition; you can listen to the entire podcast below....
Giving the Smart Way: Donor Advised Funds20210928162540

Giving the Smart Way: Donor Advised Funds

David Bourada, CIM®September 28, 2021, , 0 comments
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....
Golden Nutrition: Eating for Retirees20210928011543

Golden Nutrition: Eating for Retirees

syncoadminSeptember 28, 2021, , 0 comments
As we hit our retirement years, our nutrition needs change--and no one really tells us what to expect. A lot of our poor dietary choices come from the formation of new habits and social activities, but we can still have fun and enjoy our golden years if we have a little guidance from a great expert. Enter Jenni Beharry, a nutritionist with Caven Nutrition--an award-winning nutrition group in Ottaw...
IP360° Podcast Ep 13: Nutrition for the Retirement Lifestyle20210928004051

IP360° Podcast Ep 13: Nutrition for the Retirement Lifestyle

IP Private WealthSeptember 28, 2021, , , 0 comments
Jenni Beharry is one of Ottawa's most popular nutritionists, working from the award-winning offices of Caven Nutrition. We asked Jenni to provide her special brand of saucy wisdom on nutrition for the retiree. Her advice is as wise as it is entertaining to listen to. ...
Owning a Boat: the pros and cons20210720212429

Owning a Boat: the pros and cons

IP Private WealthJuly 20, 2021, , , 0 comments
Like with all investments, there are advantages and disadvantages to becoming the captain of your own ship. It may be a great way to spend more quality time with family and develop new hobbies, but the time commitment and financial outflows are evident concerns. At the end of the day, your respective situation will determine whether this investment is truly worthwhile; we hope this list serves you...
5 Trips to Add to Your Retirement Bucket List20210520154856

5 Trips to Add to Your Retirement Bucket List

IP Private WealthMay 20, 2021, , , 0 comments
When it comes to retirement, many people worry that they will become bored. After spending the majority of your life busy with work, it’s not unusual to think that suddenly changing your habits will be a challenge. But it’s important to give yourself permission to relax, explore, and have fun now that you’re no longer […]...
Interview with Richard Kluska: Exit Strategies Part 2 – Keeping Busy After Exiting20210422184629

Interview with Richard Kluska: Exit Strategies Part 2 – Keeping Busy After Exiting

Richard Kluska, CIM®April 22, 2021, , , 0 comments
Exiting a business isn’t a one-size-fits-all situation. Everyone is going to have a different idea of what their ideal retirement looks like. A big issue for many people is that they still aren’t ready for the retired life when it comes time to exit their business. So what are they supposed to do with their […]...
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