About Us

You’ve worked hard to get where you are, and have spent years grinding to reach the peak of your career. Let’s celebrate your success by turning it into a lifetime of financial independence.

We’re a boutique wealth management firm that specializes in helping pro hockey players pursue their financial goals and make the most of their earning years. We go beyond choosing where your investments go, and develop customized Game Plans that aim to meet your unique needs. All while being available wherever you are, whenever you need us.

Meet us

Our Process

Just like your training and nutrition plans, your financial plan works better when it’s built around your needs and goals. As part of our process, we collaborate with you to develop a financial Game Plan that aims to meet your short-term and long term aspirations.

The Game Plan

Why Hockey

Between playing, training, and travelling, the life of a pro hockey player doesn’t quit. As specialists, we understand your unique lifestyle, as well as the potential challenges you may face during your career.

But above all, we love hockey, and enjoy sharing your passion for the game. We can talk hockey all day.

Let’s Chat

Services

 

Financial Planning

Contracts don’t last forever, and agent fees, escrow, taxes, and a lack of planning may eat away at your earnings during your career.
 

Tax Planning

Trades, signing bonuses, and playing internationally can complicate taxes. We can connect you with tax specialists that understand these complexities, and work to reduce the impact that taxes have.
 

Estate Planning

Effective estate planning aims to ensure that your estate is handled according to your wishes. We work with specialists that can help you create your will, designate Power of Attorney, and reduce potential taxes left to your heirs.

Our Team

Here to help you manage and preserve wealth during your hockey career and beyond.

Let’s Chat

Insights

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter. And while we commonly hear about breaches from these large, global organizations, it’s important to remember that small businesses are just as likely to experience a data breach, meaning your information that is stored at you CPA’s office, your attorney’s office, or your local medical center can be vulnerable to a breach at any time.