Professional Athletes

You have a skills coach, a video coach, and assistant coaches all overseen by your head coach. We don’t just manage your investments, but we see ourselves as your financial head coach. Coordinating with your accountant, your agent, your lawyers, realtor, etc., we ensure that everyone assisting you away from your sport is on the same page. We ensure you understand the short- and long-term pros and cons of any major purchase or decision.

We see ourselves as a coach, educating you and involving you in these decisions, so that you build a strong understanding of your financial situation. We want you to understand your investments and why you own them. We believe helping improve your financial knowledge goes a long way in helping avoid the financial horror stories that are all too common in professional sports. You take your risk every time you step on the ice or field – our job is to help ensure you are not taking undue risks with your finances.

Your career will likely take you across borders. Raymond James offers one of the premiere cross-border platforms, meaning that whether you live in Canada, the U.S., or Europe, we can not only assist you but also seamlessly transition for any move across a border. We also invest and accept funds in numerous currencies, so whether you are playing in the U.S. and want to invest Canadian dollars, or are playing in Europe, we are not limited by currency. One financial advisory team following one financial plan, regardless of where in the world you are playing, is a very unique and compelling offer of consistency throughout your career.