Role and Expertise:As an assistant to the wealth management team, Shannon brings experience from her diverse professional background. Having been self-employed since the age of 24, Shannon honed her skills in various fields. For a decade, she partnered with her husband in their family chiropractic business in North Fond du
Role and Expertise:Sarah is experienced in wealth management, specializing in serving families, professionals, and business owners. She advocates for a holistic approach to personal finance, prioritizing comprehensive planning beyond just investing. Sarah is deeply committed to understanding and supporting her clients’ unique needs. Professional Background:Sarah embarked on her career at
Many business owners feel anxious when they hear “taxes.” However, managing tax obligations is crucial for success. In this blog post, we explore simplifying tax complexity and share insights for navigating this intricate landscape. Understanding the Tax Landscape Tax laws are complex, ever-evolving, and subject to interpretation. The wide range
