ATHLETES & PROFESSIONALS

Financial Planning Designed for Non-Traditional Careers

Professional athletes and high-earning individuals often face unique financial challenges — variable income, condensed earning windows, and complex career transitions. At Equitas Financial Services Inc., we provide structured financial planning designed to support stability, discipline, and long-term perspective throughout each stage of your career.

Our approach emphasizes education, clarity, and thoughtful decision-making to help you navigate both opportunity and uncertainty with confidence.

Planning Areas We Address

  • Cash Flow & Income Planning
    Structuring finances to help manage fluctuating income and changing career stages.

  • Investment Planning
    Disciplined investment strategies aligned with time horizon, risk tolerance, and long-term objectives.

  • Risk Management & Insurance
    Reviewing appropriate coverage to help protect income, assets, and future earning potential.

  • Tax Planning Considerations
    Coordinating planning strategies that account for cross-border, contractual, and career-specific tax factors.

  • Career Transition Planning
    Supporting planning for life beyond active competition or peak earning years.

Who This Is For

This planning approach is designed for:

  • Professional and semi-professional athletes

  • Individuals with non-traditional or performance-based income

  • Clients seeking structure, accountability, and long-term planning discipline

Our Approach

As a Certified Financial Planner® professional, our role is to help you understand your options, manage risk thoughtfully, and make informed financial decisions during both peak earning years and career transitions.

Next Step

If you are seeking professional guidance tailored to the realities of an athletic or performance-based career, we invite you to start a confidential conversation.

Schedule a confidential consultation.

Equitas Financial Services Inc. provides financial planning, investment, and insurance solutions through licensed professionals. Investment products are subject to market risk and may fluctuate in value.

Certified Financial Planner® and CFP® are certification marks owned by FP Canada™.