Building Wealth with Brett

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Building Wealth with Brett

I know your schedule is packed, and finances shouldn’t be another stressor. Let’s drop the puck and get to work.

🏒Smart Financial Plays for Hockey Families & Professionals | It’s Financial Management with a Hockey Heartbeat | A Coaching-First Approach to Finance with Real-Life Financial Solutions With a 𝗰𝗼𝗮𝗰𝗵𝗶𝗻𝗴-𝗳𝗶𝗿𝘀𝘁 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵 𝘁𝗼 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 you get the ongoing financial guidance you need when and where you need it because hockey isn’t just a sport—it’s a financial commitment, a lifestyle. You may be a…

• 𝗣𝗮𝗿𝗲

𝗻𝘁 balancing tournament travel with long-term savings
• 𝗖𝗼𝗮𝗰𝗵 navigating an unpredictable income
• 𝗧𝗿𝗮𝗶𝗻𝗲𝗿 building a thriving small business

And I’m here to help you create a financial strategy that supports you and your family’s goals - on and off the ice. I’m Brett, founder of Uptown Wealth Management with over two decades in financial services, a lifelong passion for hockey, and a hockey parent myself, 𝗜 𝗸𝗻𝗼𝘄 𝗳𝗶𝗿𝘀𝘁𝗵𝗮𝗻𝗱 𝘁𝗵𝗲 𝘂𝗻𝗶𝗾𝘂𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝘁𝗵𝗮𝘁 𝗰𝗼𝗺𝗲 𝘄𝗶𝘁𝗵 𝗹𝗶𝗳𝗲 𝗮𝘁 𝘁𝗵𝗲 𝗿𝗶𝗻𝗸. That’s why I make it easy for my clients to get the guidance they need, when they need it.

𝗪𝗲 𝗽𝗹𝗮𝗻 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝘂𝘁𝘂𝗿𝗲 𝗹𝗶𝗸𝗲 𝗮 𝗰𝗵𝗮𝗺𝗽𝗶𝗼𝗻 𝗶𝗻 𝗷𝘂𝘀𝘁 𝟯 𝘀𝘁𝗲𝗽𝘀:

• 𝟭𝘀𝘁 𝗣𝗲𝗿𝗶𝗼𝗱: Your Discovery Meeting to Assess Goals & Game Plan
• 𝟮𝗻𝗱 𝗣𝗲𝗿𝗶𝗼𝗱: Building Your Financial Playbook
• 𝟯𝗿𝗱 𝗣𝗲𝗿𝗶𝗼𝗱: Regular Reviews & Strategic Adjustments

And we’ll go into overtime for all ongoing coaching, support and guidance you need.

𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝘆𝗯𝗼𝗼𝗸?

06/03/2026

You’ve got to make more decisions. It’s not just picking a date.

Retirement is a series of decisions.

When to stop working.
How to replace income.
Which accounts to draw from.
When to take benefits.
How to manage taxes.
How to keep options open.

Most people think retirement planning is about a number in their account or a date on the calendar.

In reality, it’s about turning what you’ve saved into a strategy that can support your real life.

Before you make your “retirement move,” slow the play down and map the plan.

06/01/2026

The cheque clears… and everyone thinks you’re done.

But once you’ve sold a business, that’s when the real planning begins.

Taxes.
Liquidity.
Income replacement.
Investing.
Insurance.
Estate planning.

“What’s next?”

A business sale isn’t just financial.

Before you invest a dollar, build a plan that protects what you just earned.

05/29/2026

One of the hardest parts of separation that I’ve seen is that emotions are high (no surprise there)… but then those emotions often interfere with the financial decisions… and those are permanent.

House.
Pension.
Insurance.
Support.
Cash flow.
Investments.
Taxes.
Retirement.

Most people aren’t trying to “win.”

They’re trying to get it over with and get back in the game, back to life.

My take: you deserve to take time to get financial clarity before you agree to anything!

Slow the play down.
Get the full picture.
Then decide.

05/27/2026

Do you have severance, bonus, RSUs, stock options?

It can feel like a win, a relief, or a blur (sometimes all three).

And that’s why people rush, they…

* invest immediately
* pay off everything
* make a big purchase
* move accounts without mapping taxes

When money is in motion, your next move needs structure.

A payout is not a plan.

The question isn’t “Where should I put it?”

It’s “What does this money need to do for my life now and later?”

05/25/2026

Did you know I'm also on YouTube!

Check out the latest podcast episodes with stories and insights from hockey pros, those in the professional hockey community and hockey parents and enthusiast alike.

As well as video Shorts for those quick tips and insights to help you build a financial game plan.

Join me over on YouTube and subscribe https://www.youtube.com/

05/22/2026

Changed jobs? Your pension decision is not a footnote.

It’s often one of the biggest financial choices hidden inside any career move:

* transfer options
* locked-in rules
* tax consequences
* timelines and deadlines
* how it connects to retirement income later

Most people are excited about the new salary and benefits (understandable).

But the real long-term impact is often sitting in the old plan for a while.

Before you “just move it,” slow the play down and review the options.

Ensure your making the best plan for the greatest outcome.

05/21/2026

Why your stay-at-home spouse needs a plan too. 🏠

We often think about mortgage protection as something just for the main breadwinner. But let’s look at the numbers. If a stay-at-home parent is suddenly affected by a critical illness or passes away, the impact on the family’s stability is massive.

Your home is more than just an asset; it’s the cornerstone of your family’s future. Insurance provides a generally tax-free benefit that can cover mortgage payments, giving your family the choice to stay in their home rather than being forced to move during a crisis. Don’t leave the heart of the home unprotected.

05/20/2026

Did you know the first 30 days matter when you receive an inheritance?

If you received an inheritance, here’s the most underrated advice:

Do less in the first 30 days.

Because this is when people make decisions that are hard to undo, like…

* investing before understanding the tax implications
* gifting too quickly
* paying down the wrong debt first
* changing lifestyle without a plan - then running out of money

Inheritance is a big responsibility, with a lot of emotion tied to it.

An outside view can help make sure you are making the best play.

If you are in this situation, slow the play down. Get the guidance. Then build the game plan.

05/19/2026

Mortgage Protection vs. Lifestyle Protection: What’s the difference? 🤔

When it comes to protecting your home, you actually have options. You don’t always have to think all or nothing.

1️⃣ Mortgage Protection: Covers your full mortgage balance plus a few years of income to give your family time to grieve and adjust.

2️⃣ Lifestyle Protection: This provides breathing room by covering a few months to a few years of payments and living expenses. If you’re facing a serious illness, having 6 months of income covered means you can focus on recovery—not rushing back to work before you’re ready.

Which level of protection feels right for your family?

05/18/2026

Your money just moved.
Now what?

Inheritance.
Job change.
Pension decision.
Severance.
Divorce.
Business sale.
Real estate proceeds.
Retirement.

Make financial mistakes in these moments, and it gets expensive.

And the most common reaction is to react fast:

invest it
pay down debt
move accounts

But when money moves, the first thing to do usually isn’t investing.

It’s slowing the play down and looking at the full picture.

Because one rushed decision can take years to unwind.

If money has recently moved (or is about to) for you, don’t force the play.

Address

3080 Yonge Street Suite 6060
Toronto, ON
M4N3N1

Website

http://www.uptownwealthmanagement.com/

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