Professional Athletes

You need to stay laser-focused on your craft. We will stay laser-focused on ensuring your assets are managed professionally and your risks and taxes are minimized.

Here are some questions you should be asking.

Financial Planning

• Am I working with a professional advisor who is trustworthy and reliable?
• Do I have a personally-tailored spending plan?
• Should I make use of a private pension plan to create tax-exempt income in retirement?
• Are my family and I adequately protected against serious injury or illness?

Investment Counsel

• Am I assessing my risk tolerance correctly?
• Am I investing in the best available?
• Am I making proper use of all the financial tools at my disposal?

Retirement Planning

• Is my RRSP growing too large?
• Am I assessing my time horizon correctly
• Have I given thought to income splitting and my legacy wishes?

Succession Matters

• Do I need an estate freeze?
• How do I transition my assets most efficiently?
• Is my charitable giving being done in the most efficient and beneficial way?