Services
Wealth Management From Draft To Retirement And Beyond
Investment Management
Insurance Planning
Tax Planning
Strategic Planning
Cash Flow Management
Relationship Management
Questions To Consider
Building Your Wealth
- Do you know what your money needs to do for you? What would you like to achieve with your money?
- Ideally, where would you like to be when you are 35, 45, 55 and beyond?
- Do you know if you have enough to retire? Will it last through retirement?
- Do you have a financial game plan?
- Are you clear on your asset mix, risk tolerance, and rate of return?
- Do you understand your investment options and what you own?
Reducing Your Tax
- What's your take on taxes? What frustrates you the most?
- Are you minimizing the tax hit on your earnings and bonuses?
- Have you set aside enough to cover your tax obligations?
Making An Impact
- Are you giving back to your community or causes you care about?
- Is your charitable giving structured or spontaneous?
- Do you know the pros and cons of different ways to give?
Protecting Your Wealth
- What risks could derail your financial future?
- Is your income protected if you get injured or your career ends early?
- Do you have a trusted insurance advisor?
- Are you aware of your personal liabilities?
- Are your assets diversified?
- Do you understand your investment options and what you own?
Transferring Your Wealth
- Will your life’s work be passed on the way you intend?
- What do you do (or want to do) for your children? Parents? Family members? Friends?
- Do you have a will?
- Have you talked to those who will inherit your assets? Are they ready?
Enjoying Your Wealth
- How can you make the most of the wealth you’ve earned?
- Have you thought about the difference between lifespan and health span? The window is not as long as you think.
- How confident are you that you’re in the best health you could be?
Knowledge Is The Key To Success
We emphasize education.
It’s important to be educated about budgeting, saving, investing, insurance, tax and estate planning.
We emphasize the importance of getting organized early on in your career, as this has significant impacts on long-term financial success.
We aim to create a culture of financial literacy and empowerment in the hockey industry.
Bringing Financial Education To the Rink
Our team has proudly delivered ongoing education seminars to WHL teams across Canada, helping young athletes build a strong foundation in financial literacy.
These sessions cover topics such as budgeting, saving, investing, insurance and tax planning – empowering players to make informed decisions early in their careers. Through interactive formats and real-world examples, we aim to foster a culture of financial confidence and long-term success within the hockey community.
“We understand that your financial well-being is not only about your income, but also about your lifestyle, legacy, and values.
We are deeply committed to building lasting relationships with our clients and their families and tailoring our financial plans to their unique needs and aspirations.”
Matt Ferraro
Second Opinion Service
We offer a no-cost, no-obligation second opinion service.
If you’re unsure about your current financial situation, we can give it a second set of eyes.
Insurance Planning: VP Sports & Entertainment is not insurance licensed and does not offer insurance products or advice. Some VP Sports & Entertainment employees are licensed to sell insurance and provide advice; however, in doing so, they are not representing VP Sports & Entertainment.
Tax Planning: VP Sports & Entertainment or its employees do not offer tax consultation services. However, we can facilitate connections with a suitable tax consultant tailored to your requirements, or we can collaborate with your existing tax advisor.