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As a hockey player, your job is to focus on the task at hand — one shift at a time, one game at a time. Roman and his team focus on the big picture, helping you and your family plan for financial opportunities that lay ahead.
Most athletes will have specific concerns that need to be addressed, from maximizing retirement income to determining how and when to transition into a financially rewarding post-career business. To help you build financial security that allows you to confidently pursue your interests and passions in life after hockey, Roman and his team will create a robust financial plan for today and years to come.
Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. Our team will help you address all your wealth management needs, working in partnership with your family and agent.
Fradkin Wealth Management Group specializes in helping professional athletes, their families and agents who require a focused approach to maximizing peak earning years, utilizing a disciplined investment strategy and comprehensive financial plan. The program is delivered through a dedicated one-on-one relationship with your trusted advisor.
Roman and his team provide expert advice on all aspects of managing your wealth and will help you simplify a complex financial world. Beginning with draft day, from managing the cash flow generated by your first contract to investing tax-efficiently during your high-income earning years, our model will help provide you with a reliable nest egg to enjoy life after hockey.
Annual cash flow plans to maximize savings and build long-term financial security
Customized Investment Policy Statement
Managing investable assets through a prudent and disciplined investment strategy
Comprehensive financial plans that act as your financial roadmap
Coordinating with player agents to ensure financial planning, tax strategies and cash flow plans are in sync with NHL contracts
Working with RBC Private Banking partners to help coordinate all your cross-border banking activities
Assisting and advising on significant purchases (car, home, cottage)
Reviewing and coordinating insurance and risk management strategies
Protecting investments, property and other assets from creditors, marital changes and personal liability
Coordinating with cross-border tax professionals to assist with your complex tax planning and filings
Will and estate planning to ensure your family’s financial security
Providing detailed reporting and in-person meetings
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