At the Firm  The team has been busy with quarterly activities, including rebalancing and putting together quarterly investment reports. This is the first run of…

At the Firm  The team has been working hard getting two regulatory requirements—our new client brochure and Form CRS—completed, posted on our website, and sent…

At the Firm  The last month of the year is always busy as we implement final strategies to help save money on taxes. These strategies…

At the Firm  The CCMI team enjoyed celebrating Kim’s birthday at our quarterly birthday lunch in December. Following the luncheon, the team went to Target…

At the Firm Brian attended a half-day training on the Entrepreneur Operating System (EOS), which is something we have started implementing as part of our…

At the Firm Matt and Brian met with the CCMI team for annual performance reviews in early August. The team is also working on updating…

At the Firm Brian attended presentations on the Neuroscience of Success by Tayna Chernova and a presentation on Post-COVID Culture Building by Garry Ridge, the…

At the Firm CCMI has been busy working on the ADV and Form CRS documents to provide to our clients. These documents are required to…

At the Firm The CCMI team held our annual business planning meeting in early February. We reviewed the successes of the prior year, and came…

At the Firm… The CCMI Team Members completed their annual reviews and goals for the year. CCMI’s performance period runs from August 1 to July…