Preservation of wealth, growth of assets, peace of mind

Sports Advisory Services was created to offer solutions to the unique financial planning and wealth management needs of professional athletes. Professional athletes have investment and financial planning needs that are dramatically different from those of the average investor. This means that they need a service solution and advice of a completely different order.

Our mission is simple: to create personalized financial strategies to allow our clients to achieve their financial goals.

Preservation of wealth, prudent growth of assets over time and peace of mind are our core objectives. Cohesively tying together these objectives throughout the various stages of their careers enables our clients to convert the income they earn during their playing career into financial independence.

BEYOND INVESTMENTS

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Wealth Management

Financial Planning

Risk Management

Tax Planning

Cross-Border Services

Get to know Your Team

Daryn McBride
Daryn McBride, BSBA, PFP
Financial Advisor Investment Advisor
Matt Kassian.
Matt Kassian, BComm.
Financial Advisor Investment Advisor
Bio headshot of Rowena Miniaci
Rowena Miniaci
Financial Advisor Assistant Investment Advisor Assistant

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

Striking the Right Balance.
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Markets & Investing
Watch our latest Client Insights webinar.
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Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
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Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
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Tax Planning
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
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Tax Planning
Do U.S. Elections Affect Canadian Markets?
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Markets & Investing
Listen to our podcast with Neela White.
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Retirement & Estate Planning
What to consider in your succession plan for the Family cottage.
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Retirement & Estate Planning
Check out our latest Client Insights webinar!
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Life Events, Lifestyle & Technology
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