Our Services
Investments & Planning for Current & Retired
Hockey Players & Families
WELCOME TO THE HOCKEY WEALTH GROUP
Hockey Players Helping Hockey Players
Navigate Their Future
Seeing stories of former teammates being led astray by so-called “financial advisors”
motivated us to create a locker-room-like environment of accountability and care for
the wealth management needs of fellow hockey families.
Fiduciaries keeping your best interest first every step of the way
Personal NHL Pension experience with both the old and current pension plan
Licensed advisors who actually played the sport
CFA and CFP® professionals to provide expert investment and financial planning advice
Financial Planning for Life
After Hockey
How much can I spend after my
NHL paychecks stop?
Our retirement planning process is designed to give you the highest possible retirement income without the risk of outliving your money. Having more confidence in retirement allows you to spend more time on the things that mean most to you.
- Clearly Understand your safe spending amount
- Framework for purchasing large one-time items (second home, vacations)
- Less emotional energy wasted on worrying about the future
When and how do I get my money?
Understanding the NHL Players Pension and your options as a retired hockey player is a difficult task. The first question to ask yourself is, “Which pension am I invested in?” Fortunately, our team has an advisor who has personally participated in both NHL plans.
- Be aware of all your options
- Understand the tax consequences
- Determine how your pension fits in with the rest of your retirement plan
Are you overpaying in taxes?
No one wants to pay Uncle Sam more than required. Are you aware of how your investment accounts are taxed differently? We’ll help you understand why certain investment types should be held in certain accounts and not in others.
We also help retirees proactively identify future tax liabilities to analyze if we might be able to mitigate those tax bills ahead of time through planning.
- Coordination with cross-border tax specialists
- Charitable giving strategies to reduce tax bills
- Don’t overpay the IRS!
Should my investment strategy
change at this stage of my life?
Your investment accounts in retirement should be intentionally managed to support your goals and lifestyle. Over the course of retirement, history tells us we can tilt the odds in your favor by implementing low-cost, globally diversified portfolios.
- Daily monitoring to ensure accounts remain aligned with your retirement plan
- Reduced volatility in your portfolios
- Investment portfolios that keep up with inflation over time
Our Hockey Family is always here to help.
We would love to be a resource for your family.
Success Stories
Steve and Lindsey have two children, ages 8 and 12. Steve retired from the NHL less than a year ago...
Paul played 13 NHL seasons between 1985 and 1998. He spent most of his time playing in the States...
Featured NHL Resources to Make
Better Decisions
The Hockey Family Podcast
This podcast features current and retired NHL players sharing some wisdom and lessons learned from their hockey careers. Each episode the fellas from the Hockey Wealth Group ask guests for the “best advice” they ever received for their hockey career, their financial pursuits, and for life in general.
Lessons Learned from my Experience in the NHL
Tyson Strachan, MBA aka “Stracks” played nearly 200 games in the NHL, as well as ate popcorn in the press box as a healthy scratch for another 200. This webinar covers some of the mistakes he made, and the lessons learned while playing.
How do I understand my NHL Pension Benefits?
The first question to ask yourself is “Which plan am I invested in”? As a former NHL player who has personally participated in both NHL plans, below are some of the basics that I hope you find helpful.