Dantes Outlook Market Podcast

Wealth Management for Athletes

Episode Summary

On this month’s episode, we’re joined by Matthew Bacchiochi, vice president and portfolio manager of GAVIN Hockey Wealth Specialists. We discussed Matt’s background and investment process, including the unique approach that GAVIN takes when managing the wealth of Canadian hockey players. For more than 20 years, Matt has been coordinating the financial affairs of NHL players and high net-worth individuals. He co-founded GAVIN in 2003 with Stewart Gavin and established the firm’s investment philosophy.

Episode Notes

GAVIN Group's website: https://gavingroup.ca 

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Topics discussed

What happens during the post-athlete transition?

The importance of maintaining a support network on and off the ice

Current challenges facing athletes (salary caps, taxes, pay disparities, deferrals)

Managing financial uncertainty

A glimpse into the hockey industry in Canada - its importance, culture, and what makes an athlete such a unique client? 

Matt's current market views (Canadian equities, cannabis industry), and how he balances risk and return

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