Pro Hockey Players
Simplifying Wealth for Professional Hockey Players
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Recent Blog Posts
All the latest hockey related blog posts
Have You Considered...
- When to start investing?
- What to invest in?
- The amount of tax you are paying?
- The possibility of financial independence?
How To Get Started
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Conservation
Discover who we are and how we help. Quick and painless introductory meeting
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Meet
A continuation of our first conservation, we find out what your goals and concerns are.
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Strategize
Taking into account your goals and concerns we create a financial strategy that fits your needs
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Execute
After reviewing the strategies together, we start implementing them so these strategies can start working for you
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Monitor
The world is ever-changing. With our team of experts, we monitor your portfolio, keeping it up to date to reflect these changes
Personal Wealth Management Services
We provide the following services for each of the following categories.
Tax Planning
Investment Management
Risk Management
Cash Flow Management
Major Purchase Advising
Estate Planning
The Pro Hockey Players Guide
Specifically for Pro Hockey Players looking for advice to take steps towards achieving financial independence
About Adam
We’re big believers in the old saying: Love what you do, and you’ll never work a day in your life.
I love hockey, but I didn’t make a living playing the game. Tailoring my financial advising practice toward pro hockey players has allowed me to stay involved in the game in a way I would never have imagined ten years ago.
When I’m not helping my players achieve their financial goals, you can find me spending time at the lake with friends & family, on a golf course, or enjoying a cold beer while watching the Jets play.