What you’ll learn:

• Learn strategies for managing fluctuating income and diversifying to ensure financial stability
• Discover key tactics for early retirement saving and tax-efficient investments
• Understand methods for safeguarding assets and managing risks with professional guidance

As an athlete or entertainer, your career is dynamic, fast-paced, and often unpredictable. Your financial world is no different. The earnings you accumulate during your peak years must be managed wisely to sustain your lifestyle, safeguard your future, and protect the legacy you wish to build. We understand that your financial needs are distinct, requiring specialized expertise and a tailored approach that goes beyond what a typical wealth management firm offers.

Beyond traditional wealth management, we provide value in areas particularly relevant to your profession. This includes planning for periods of reduced income, lifestyle inflation, shorter career spans, and cross-border guidance.

Our approach is holistic and adaptive, designed to provide you with the confidence and clarity needed to navigate the unique financial landscape of your career. By partnering with us, you gain access to a team that understands the pressures of your industry and is committed to helping you achieve financial stability, preserve your wealth, and create a lasting impact that extends beyond your professional achievements.

Bernardine's diverse professional background has shaped her expertise in investment management and financial planning. She specializes in Canada/U.S. cross-border wealth management for executives, professionals, and their families. She offers a full range of Canadian and U.S. investment services, including assistance with IRA and inherited IRA accounts for Canadian residents with assets in the United States.