Plan For Prosperity
Exciting News!
NEW DESIGNATION
As of September 2024, I’m now officially a Chartered Investment Manager and Associate Portfolio Manager with Aligned Capital Partners.
These upgraded credentials bring positive changes, including:
enhanced and more efficient service
expanded investment options
reduction of overall investment costs
We are in the process of upgrading our business and site to reflect forthcoming changes. Re-launch is scheduled for January 2025.
The REVIEWS and CONTACT forms are active, so please feel free to check them out.
Looking forward to connecting with you soon.
In gratitude,
JR
