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.
Contact
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