Canopy Planning Group

Canopy Planning Group At Canopy Planning Group, we bring clarity and structure to complex financial lives.

Rooted in strong relationships, we simplify decisions, connect the moving pieces, and help clients move forward with confidence as their goals evolve. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

Dreaming of a new doorstep? We can help you prepare to make a move.
07/12/2026

Dreaming of a new doorstep? We can help you prepare to make a move.

Changing jobs? A new role can affect more than just your salary.Benefits, retirement plans, and taxes often shift, too. ...
07/11/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

Deciding to sell your house isn’t just about timing the market.It’s also about taxes, selling costs, and what comes next...
07/07/2026

Deciding to sell your house isn’t just about timing the market.

It’s also about taxes, selling costs, and what comes next. This article breaks down three financial considerations to review before making a move.

Deciding whether to sell your house is a big decision. Make sure you know the costs of selling a home, the tax implications, and how much your home is worth.

Explore how biological instinct drives market cycles and what this might mean for future market performance.
07/06/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

Money is one of the most common stress points for couples. Clear communication, shared goals, and agreed‑upon systems ca...
07/05/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the abilit...
07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

Protecting your finances also means protecting your information. 🔒Everyday habits — online and offline — can reduce expo...
07/02/2026

Protecting your finances also means protecting your information. 🔒

Everyday habits — online and offline — can reduce exposure to fraud. This article shares practical, easy‑to‑apply steps that help strengthen personal security.

Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely.

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.Being proactive and kno...
07/01/2026

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.

Being proactive and knowing early warning signs can help reduce exposure. This article outlines practical actions individuals can take to help protect themselves.

We encourage clients to view prevention as part of their overall financial well being.

Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise helps protect your information.

Address

110 S Bancroft Street Suite A
Portland, OR
97239

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+15036507949

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