Day 2 of our annual RBC Portolio Management Equity Conference at The Ritz Carlton. A full 14 hours of content Day 1! Many ideas to share with clients.
January 09, 2025 | Christine Morin
Day 2 of our annual RBC Portolio Management Equity Conference at The Ritz Carlton. A full 14 hours of content Day 1! Many ideas to share with clients.
Morin Wealth Partners had their 5th annual bingo and ugly Christmas sweater celebration at Mike's golf club. Of course, Mike wins a round!
Finally, after six years, it was time to update our team photo and also a good opportunity to introduce our newest team member, Oriana Tackoor.
At the beginning of the book, there are three things the author, Matt Richtel, asks of parents. It’s a little glib, but he stands by it. He says love, lead, and let go. It connects to what he’s learned, what the science has taught him, and what he hopes...