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Winter Newsletter ???

Kerry Rizzo, CFP?, CIM?, FCSI, APM

Partner. Senior Investment Manager, Associate Portfolio Manager @ BlueRidge | CFP, RIA, | AIternative | Hedge Fund Certified- Ivey EMBA Candidate 2025

发布日期: 2024年12月19日

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As winter settles in and the year winds down, it's a time for reflection and preparing for the months ahead. I'm excited to share this season of planning and growth with you.

In this winter edition of our newsletter, we’re exploring:

Debunking RRSP/RRIF Myths
Make 2025 Less Taxing
Easing Rates & the Great Renewal
Investing Resolutions for 2025
Find Your Retirement Purpose

Read The Newsletter Here: Winter Newsletter

Winter is not just a time to cozy up; it is a chance to plan for the future you deserve.

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Investment Advisor

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Winter Newsletter ???

Kerry Rizzo, CFP?, CIM?, FCSI, APM

Partner. Senior Investment Manager, Associate Portfolio Manager @ BlueRidge | CFP, RIA, | AIternative | Hedge Fund Certified- Ivey EMBA Candidate 2025

As winter settles in and the year winds down, it's a time for reflection and preparing for the months ahead. I'm excited to share this season of planning and growth with you.

Investment Advisor

525 位关注者

Kerry Rizzo, CFP?, CIM?, FCSI, APM的更多文章

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As winter settles in and the year winds down, it's a time for reflection and preparing for the months ahead. I'm excited to share this season of planning and growth with you.

Investment Advisor

525 位关注者

Kerry Rizzo, CFP?, CIM?, FCSI, APM的更多文章

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