The great thing about athletes is their inherent understanding of the power of goal setting. We are here to help ensure your financial goals become a reality.
As a former professional athlete, Dave Lougheed understands the demands of elite sport and the challenge of navigating the financial considerations that face you.
Elite athletes often require cross-border services as they move between countries. Our cross-border services allow us to seamlessly help you in the US and Canada.
Early and rapid financial success requires an athlete’s discipline and careful planning to ensure your wealth is protected, allowing you to enjoy an exceptional lifestyle in retirement and leave an enduring legacy.
We help you cut through the complexity of your finances to create, implement, and manage an all-encompassing plan designed to pursue your goals – both personally and professionally. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced plan interwoven with the details of how you picture your life.
- Personalized Wealth & Investment Management for athletes
- Risk Management
- Cash Management
- Insurance & Annuities
- Retirement Plans
- Estate Planning
- Strategic Charitable Giving
"If you don’t know where you are going, you will probably end up somewhere else."
Lawrence J. Peter