by Brent Vandermeer | Oct 23, 2025 | CP Insights
Greetings! Please allow me to take a brief walk down memory lane with you. Many of you know about my early days as an advisor, but as our firm has grown, I suspect many of you may not. Initially, I wasn’t interested in this field at all—until I realized the...
by Brent Vandermeer | Nov 2, 2023 | CP Insights
Brent Vandermeer, Senior Portfolio Manager provides an overview of Q3-2023 and the ever-changing markets. We understand the concerns that arise amidst market fluctuations, and we want you to be informed and feel confident. In this video, we discuss the proactive...
by Brent Vandermeer | Aug 17, 2023 | CP Insights
To some, the word “legacy” conjures visions of a university library or hospital wing with a family name like Morgan or Rockefeller. To others, leaving a legacy can be as simple (and meaningful) as documenting their family’s genealogy in a way that...
