FAQ
Financial Plays for Hockey Families & Professionals
How can I balance the cost of hockey with saving for my family’s future?
Hockey expenses—equipment, travel, and training—can add up quickly. We help families create a financial game plan that covers hockey costs while ensuring you stay on track for long-term goals like retirement, university savings, and homeownership.
How can I balance the cost of hockey with saving for my family’s future?
Hockey expenses—equipment, travel, and training—can add up quickly. We help families create a financial game plan that covers hockey costs while ensuring you stay on track for long-term goals like retirement, university savings, and homeownership.
What should hockey families consider when planning for university or scholarships?
If your child hopes to play at the university level, we help you navigate scholarship opportunities, Registered Education Savings Plans (RESPs), and financial aid strategies so you're financially prepared—whether they go pro or pursue a different career.
Investments & Wealth Management
How do I save for retirement as a coach, trainer, or independent contractor in hockey?
Without an employer-sponsored plan, retirement planning is essential. We guide self-employed hockey professionals through setting up RRSPs, Individual Pension Plans (IPPs), or other investment strategies to secure their future.
Can you help me with tax strategies as a hockey professional or small business owner?
Yes! We help trainers, coaches, and other independent professionals with tax deductions, business write-offs, and financial strategies to minimize tax burdens while maximizing earnings. While we do not file your taxes we can help you with tax strategies to take advantage of savings opportunities.
Risk Management & Insurance
What insurance do hockey families and professionals need?
We help you assess life insurance, disability coverage, and Key Person/Buy-Sell Insurance to protect your income and ensure your family or business stays secure.
Do I need a financial strategy if I already have a will?
Yes. A will handles legal matters, but a strategy ensures your wealth, investments, and future income are structured properly to support you and your loved ones today and into the future.
Location & Working With Us
Do you only work with clients in Toronto?
No, while we are based in Toronto, we work with clients nationwide across Canada. We offer virtual consultations so you can access expert financial advice no matter where you live.
Can I work with you if I live outside of Canada?
Our services are designed for Canadian residents, but if you're living abroad with ties to Canada (such as a hockey player playing internationally, coach or trainer working internationally), we may still be able to help.
Are there financial considerations unique to Canadian hockey families?
Yes! In Canada, hockey families need to consider RESPs for education savings, RRSPs and TFSAs for retirement, as well as unique tax deductions for travel, training, and sports expenses. We help navigate these opportunities.
How do I get started making smarter financial plays for my hockey lifestyle?
We start with a discovery meeting to understand your goals, concerns, and financial situation, then build a customized financial playbook to keep you on track.