Hockey is one of the greatest examples of a team sport. No individual, no matter how talented, can find success playing this game without a great supporting cast. Furthermore, individuals within the team must accept their roles and responsibilities.

When I played, I didn’t have a big shot and  it wasn’t my responsibility to find the back of the net. Rather, I needed to use my hockey IQ , make plays and get the puck to our goal-scorers. By finding the right mix of play-makers and goal-scorers, hockey teams can have success.

My financial advising practice is built on this same philosophy – that “you can do better with your team than you can alone”. I joined the Winnipeg Financial Planning team because they embody this philosophy, and that’s the environment we create for our players and clients. 

It’s the player’s responsibility to play well and earn their contracts; it is our responsibility to help them achieve financial independence with the income they earn. 

Investment Management

• Building a diversified, strategic investment portfolio that creates generational wealth from your high income.
• As an independent brokerage, we have access to any investment that suits your needs.

Cash Flow Management

• Managing the unique cash flow of only receiving paycheques during the season and living an expensive lifestyle.
• Planning for uncertainties such as trades to more expensive cities, and increases in escrow through the CBA.

Tax Planning

• Understanding and planning for after-tax income and spending capabilities.
• Professional advising from cross-border tax professionals to minimize your tax bill.
• Strategic portfolio management within registered accounts to shelter capital gains.

Major Purchase Advising

• Advice on major purchases such as houses, cars, and cottages.
• Understanding how much you can afford, and the implications of taking on debt.

Risk Management

• Ensuring proper insurance coverage to protect your #1 asset – your ability to play hockey.
• Life, disability, and critical illness coverage to provide you and your family with peace of mind.

Estate Planning

• Developing a plan and organizing your hard-earned assets so that you can leave behind both a playing and a financial legacy to your family.