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Professional athletes

Once you achieve success as a professional athlete, your finances can be as complicated and demanding as your career. Our team is here to help.

We are ready to focus on your financial priorities, now and for the future, so you can stay focused on your performance. Planning now is key to making your earnings last through retirement and into your next endeavor.

Benefit from professional wealth management

From budgeting to cash flow management, investment planning to wealth transfer, our team is well equipped to help you pursue your future with confidence.

How we can help you 

Your career and earnings will evolve over your lifetime, so your plans should change with you. We will continually review and modify your plans to always meet your needs and goals.

Investing for growth. We p rovide customized investment strategies so your money can continue to grow far beyond your active playing years.

Managing sudden wealth. Develop long-term plans to help set you up for your life journey.

Changes in income. We will help establish long-term security should your income fluctuate due to injuries, contract changes or other issues.

Tax planning. Our experts identify tax mitigation strategies to minimize the impact of taxes on your wealth.

Estate planning and wealth transfer strategies. We help you protect and grow your wealth for future generations. 

Services tailored to you

  • Budgeting and cashflow
  • Income tax planning
  • Long-term financial planning
  • Retirement planning
  • Asset protection strategies

Your team

Your team includes:

Wealth director
Ensures you have access to all the services we provide

Relationship manager
Oversees your day-to-day needs and ensures thoughtful integration of the services we deliver

Portfolio manager
Actively manages your investments and tailors strategies based on your personal risk and return objectives and tax circumstances

Wealth planner
Provides estate, tax, and financial planning strategies

Trust officer
Ensures your trusts are properly administered to carry out your wishes

Related insights

Wealth planning•Jan 28, 2025

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Talk to us today

Let us review your current situation and show you how we can partner to help you reach your financial goals.

Speak with an advisor
Speak with an advisor