Our Services

WOULD YOU STEP ON THE ICE without A GAME PLAN IN PLACE?

Our team of former players believes your financial preparation should be no different. We understand that as a player you have many responsibilities outside of finances that consume your everyday. Managing family, performance, media, injuries, travel and game tickets leaves little time to prepare for your future.

We begin by listening to you and learning about your current situation. This information helps our team create a customized solution that includes detailed financial planning, academic-based investing and behavioral discipline. Below is a hypothetical annual budget we build for our clients.

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This is an example of a yearly budget for illustrative purposes only

WHAT IS YOUR PLAN TO bridge the gap UNTIL YOU ARE ELIGIBLE FOR THE NHLPA PENSION?

It is important to remember that circumstances change. We take into consideration the structure of your contract and develop flex plans for two-way contracts, including signing and incentive bonuses.

Full pension benefits begin at age 62. Reduced benefits are available as early as 45.  Supplementing your yearly cash flow to maintain your current lifestyle can be very challenging after you retire from hockey. Our plan is to help you bridge the gap by saving part of your contract each year as outlined in your budget.

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WE BELIEVE THE KEYS TO successful 
LONG-TERM INVESTING ARE:

  1. STARTING EARLY   
    More time allows for more potential growth.
     

  2. CONTROLLING EXPENSES  
    Avoid high fee funds, minimize trading costs, limit tax liability.
     

  3. DIVERSIFYING   
    Global portfolios typically experience less volatility over time.
     

  4. STAYING DISCIPLINED   
    The average stock investor has underperformed the S&P 500 index by 5% annually due to human behavior.

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As of the current CBA Agreement January 12, 2013 – September 15, 2022.  Average stock investor performances were used from a DALBAR study, Quantitative Analysis of Investor Behavior (QAIB), 03/2010. QAIB calculates investor returns as the change in assets after sales, redemptions and exchanges. This method captures realized and unrealized capital gains, dividends, interest, trading costs, sales charges, fees, expenses, and any other costs.  Neither diversification nor reallocation can ensure a profit or protect against a loss.

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We Would Love to Hear From You!

Whether you are looking for a new advisor, would like to hear about the PWG training program, or would just like some more information, please send us a message below.

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