Special Edition: A Lot of Happenings
As the holiday approaches and we prepare to close the chapter on 2025, we want to express our heartfelt gratitude to the families we have the privilege of serving. Thank you for trusting us to be a part of your investment journeys—it’s an honor to walk alongside you as you build your financial future. Before we recap the recent quarter, we want to reaffirm our commitment to ongoing conversations and the thoughtful coordination of your tax and financial plans. We look forward to ending the year on a strong positive note together.
For those who haven’t met the newest member of the Timonier family, we are thrilled to virtually introduce Mike Leclerc! His expertise and energy have already made a strong impact on our Tax team, and we are delighted to have him on board.
We will also be sharing the Timonier Holiday Gathering save-the-date and this month’s wise words of guidance from the one and only, Nick Murray.
We hope you enjoy this installment of Timonier’s “From the Engine Room”.
Click HERE for the latest From the Engine Room Quarterly Newsletter.
