Goals matter
You earned your success. You deserve to enjoy it. Our strength is growing and defending what you built.
We operate a multi-family office for a select group of engaged, elite professional hockey players and affluent private clients. We know that people derive the most happiness from being able to do what they want, when they want. And our GOALS MATTER process helps make this happen.
Financial Planning
A planned-approach to financial independence. The more clear one can see what they are able to achieve the more likely they are to accomplish it.
Professional Athletes
We specialize in making our clients financially secure. For life.
Personal
We’re Specialists
Our team can help you define your goals and develop a financial game plan to achieve them.
Seasoned
We Grind
We push ourselves to keep you a step ahead. We know the game plan.
Transparent
We Do it With Integrity
We are completely open and transparent in everything we do. Because we grew up that way.
Hockey
And We Love What We Do
This passion drives our culture and the work we do for our clients.
