Goals matter
You earned your success. You deserve to enjoy it. Our strength is growing and defending what you built.
We are committed to being leaders in the financial and hockey community. We are dedicated to our members, their goals and their long-term financial success.
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.
Investment Management
Objective-based investing for residents of Canada and the US. Portfolios are designed to deliver the investor’s long-term required return. Reliably and consistently.
Personal
We’re Specialists
We specialize in making professional hockey players financially secure. For life.
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 This Game
We know hockey, the players, the culture. We are part of your community.
In The Press
04 Apr 2021
Toronto Star
The tale of the Maple Leaf, the 8-year-old fan and an important cause
13 Feb 2021
Dantes Outlook
Wealth Management for Athletes
07 Dec 2020
TSN
Pandemic Impact on Players' Paycheques
11 Mar 2020
TSN
How Coronavirus Could Impact the NHL
17 Jan 2020
Macro-Ops
Special Situations, Technical Analysis and Hockey
29 Jun 2019
Toronto Star
For Marner and Leonard, it pays to know a few contract shortcuts
27 Jun 2019
TSN
Signing bonuses playing a big role in Leafs’ summer plans
04 Oct 2018
Globe & Mail
Five Money Management Lessons from NHL Players
30 Jul 2018
The Hockey Writers
How Escrow May Lead to Another NHL Lockout
02 Jul 2017
New York Post
Has the Cap Leveled the Playing Field
22 Jun 2017
The Hockey Writers
Where are NHL Salaries Going?
22 Mar 2017
CBC Podcasts
Stew Gavin on Pro Tips For Watching Athletes’ Money
07 Apr 2017
The Globe and Mail
Real estate could be the multivitamin your portfolio needs
18 Oct 2016
Business News network
NHL stars need to play defence with their money too
01 Nov 2016
TSN 1290 Winnipeg
Stew Gavin on disability insurance for athletes
09 Jun 2016
The Insurance and Investment Journal
Former hockey player develops niche helping pros achieve financial goals
18 Feb 2016
TSN
Stew Gavin on TSN’s Life After The Game
11 Feb 2017
Bloomberg Business
The Loonie Is Driving NHL Players Crazy