November Newsletter

John Ridd - Nov 08, 2024

At anytime, if you would like to speak with us, please do not hesitate to reach us directly by phone 905-727-5040 or Ridd.Associates@nbpcd.com.  We would also be happy to meet with you in person (either in-person, via video or telephone).  


Market and Portfolio Update

We invite you to view the market and portfolio update.

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Monthly Features

Trump 2.0

The attached publication provides a recent update and perspective on the U.S. Presidential Election. ​

If you have any questions or would like to discuss your portfolio, please contact the office.

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Executor’s Task List

As an Executor, you have the important duty of overseeing the affairs of a loved one’s estate. This role involves various responsibilities, from organizing funeral arrangements to managing financial and legal matters. Our comprehensive guide provides clear steps to help you navigate this responsibility with confidence.

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We hope you enjoyed this month's newsletter.

If you know someone who can benefit from our commentary or services, please feel free to forward this newsletter to them.

 

Have an excellent November!

 

Warm regards,

John Ridd, Victor Lu, and Megan Lisowski

 

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