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.

Ahead of the spring selling season, Ameriprise Financial Chief Economist Russell Price weighs in on what could be next f...
06/03/2026

Ahead of the spring selling season, Ameriprise Financial Chief Economist Russell Price weighs in on what could be next for the housing market — and the signals that matter most right now.

Read our 2026 housing outlook.

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concer...
06/02/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

If higher inflation has you concerned about your financial position, let’s connect. We can help you make sense of any pe...
06/01/2026

If higher inflation has you concerned about your financial position, let’s connect. We can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

Many people hope to travel the world in retirement. Where will retirement take you?
05/31/2026

Many people hope to travel the world in retirement. Where will retirement take you?

Financially prepare for your next trip with more confidence.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
05/28/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.
05/28/2026

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

Learn how Trump Accounts work and compare options that can help you save for your child’s future.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

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

Website

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