Preservation of wealth, growth of assets, peace of mind

Sports Advisory Services was created to offer solutions to the unique financial planning and wealth management needs of professional athletes. Professional athletes have investment and financial planning needs that are dramatically different from those of the average investor. This means that they need a service solution and advice of a completely different order.

Our mission is simple: to create personalized financial strategies to allow our clients to achieve their financial goals.

Preservation of wealth, prudent growth of assets over time and peace of mind are our core objectives. Cohesively tying together these objectives throughout the various stages of their careers enables our clients to convert the income they earn during their playing career into financial independence.

BEYOND INVESTMENTS

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Wealth Management

Financial Planning

Risk Management

Tax Planning

Cross-Border Services

Get to know Your Team

Daryn McBride
Daryn McBride, BSBA, PFP
Financial Advisor Investment Advisor
Matt Kassian.
Matt Kassian, BComm.
Financial Advisor Investment Advisor
Bio headshot of Rowena Miniaci
Rowena Miniaci
Financial Advisor Assistant Investment Advisor Assistant

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

Garden Designs

Which is better, annuals or perennials?
Tax Planning

Enriching Your Philanthropic Garden: Direct Donations vs. Structured Philanthropy

Being charitable does not only consist of the act of giving; for those who donate to charities close to their heart, it’s about the impact and sustainability of those contributions.
Tax Planning

Cultivating Your Legacy: The Role of Wills in Estate Planning Through the Lens of Annuals and Perennials

Estate planning, much like tending to a garden, requires careful consideration and cultivation to ensure a bountiful harvest for future generations.
Retirement & Estate Planning

2024 Federal Budget Highlights

04/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning

Financial Plan – The Impact of Annual vs. Perennial Tax Planning Strategies

Reducing income taxes on a year-to-year basis is one of the most common goals and concerns clients express.
Tax Planning

Annual and Perennial Tax Season Planning

04/17/2024
Springtime presents many opportunities during tax filing season, whether you receive a tax refund or have a tax balance owing.
Tax Planning

Preparing for Retirement | Non-Financial Retirement Planning

04/15/2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning

Think you do not have a trust filing requirement? . . . Think again!

04/01/2024
After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Tax Planning

Insights and Strategies

04/01/2024
This month we look at the housing market in Canada, and specifically how interest rate hikes have put pressure on affordability, adding to inflation pressures.
Markets & Investing

2024 Income Tax Update

03/28/2024
Watch our latest Client Insights webinar.
Tax Planning
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