Professional athletes face many of the same financial needs and challenges as non-athletes. We all need to save and invest properly for retirement, avoid the temptation to overspend, and be mindful of how much we can help friends and relatives with their financial struggles. In addition, professional athletes also face the unique challenges of potentially earning the majority of their lifetime income in a short timeframe. This in itself requires special tax planning and wealth management strategies.

Banking

Quarterly Report

Will and Estate Planning

Account Services

Business Valuations

Financial Planning

Life Insurance

Tax and Compliance

The Cardinal Point Advantage

• Comprehensive Concierge Services: Dedicated and collaborative team of financial planners, portfolio managers, tax and legal experts, and administrative and operational members.
• Experience with NHL Payers: The team of Cardinal Point Sports Management have a combined 65+ years working with professional hockey players.
• Client-Centric Culture: Focused on creating the best client experience possible, one that is both personalized and responsive.
• Built for Succession: Strong partnership with parent company, Focus Financial, provides access to client and business solutions to enhance capabilities and support our continued growth.