Monthly Newsletters

Monthly Newsletters, Resources

Max Graham, Carter Bear, WHL Sponsorships, and Market Reactions to Trump’s Presidency | November 2024

With November in the rearview and the season in full gear, it’s all about staying healthy as you push through the final stretch before the Christmas break. Now is the time to focus on maintaining your performance while taking care of your body and mind. And when the holiday downtime arrives, why not use it to set yourself up for success off the ice? We love getting an update from our guys during your break, so reach out —let’s talk about how to strengthen your financial game while you have time to focus on your future.

Monthly Newsletters, Resources

Clarke Caswell, Chuck, Yak, Holdco Explained, and Paying Credit the Right Way | September 2024

With training camps now in the rearview mirror and a fresh season upon us, the anticipation is palpable. All of us share in your excitement and applaud the hard work already put forth. As you shift your focus from preseason training to regular season play and settle into your new routine, it’s also a prime time to refine your financial strategies – let’s capitalize on this fresh sheet of ice together to ensure your ‘wealth health’ is as robust as your athletic performance. Together, we’ll navigate the opportunities & risks of the season ahead, and start those really smart habits your future self will thank you for.

Monthly Newsletters, Resources

Kelowna Hockey Fest, Training Camp Tips, and the Difference Between Being Rich and Being Wealthy | August 2024

Welcome to our August edition! As the summer heat peaks, so does the anticipation for the upcoming season and training camps. Whether you’re a seasoned pro fine-tuning your skills or a rookie eager to make your mark, this time of year is all about setting goals, embracing challenges, and preparing both physically and mentally for the demands ahead. In this issue, we’re focusing on providing you with the best tips, techniques, and inspiring stories to fuel your journey and help you step into the season with confidence and resilience. Let’s get ready to make this a season to remember!

Monthly Newsletters, Resources

Greg Gardner, Peyton Kettles, Joshua Ravensbergen, GE Aerospace, and the Science of Spending | July 2024

We sincerely hope your July was packed with rewarding workouts, sunshine and downtime with loved one’s. As we enter August—the final chapter of summer—and you begin to ponder the upcoming season, it’s natural to experience a mix of emotions, from anxiety and eagerness to excitement and nervousness. Please remember, whatever you’re feeling, we’re here to support you and assist with the transition.

Monthly Newsletters, Resources

Denton Mateychuk, Juggy, Mackie, and How to Avoid Costly Investment Mistakes | May 2024

Welcome to our May newsletter! As the hockey season winds down, the quest for glory continues for some players, striving for the ultimate prize in the playoffs. Meanwhile, others have transitioned into recovery and started their summer training regimes, laying the groundwork for a strong return next season. Whether in the heat of competition or in the early days of training, our community’s passion for continued financial education remains intact.

Monthly Newsletters, Resources

Isaac Poulter, Clarke Caswell, Denton Mateychuk, Escrow, and How to Grow Your Money | March 2024

Congratulations to all our athletes for finishing off the regular season strong, many taking home league & team awards! Now the slate is wiped clean for playoffs (and some reluctantly dig out their golf clubs…). Regardless of your situation, if you’re hoping to learn how to grow your money efficiently over time while avoiding major common mistakes, we’ve got the goods for you.

Monthly Newsletters, Resources

JP Barry, NHL Contract Negotiations, Visa, Microsoft, and Lessons from “Dumb Money” | January 2024

Every day more of you are facing important financial decisions that will significantly impact the rest of your lives (or maybe you are a family member, friend, coach, agent, strength trainer, etc. to someone in that position you care about). Our team of professionals have successfully guided hundreds of families through these big decisions; we are a sounding board to provide you with options and explain the financial implications of those decisions because ultimately.

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