Canopy Planning Group

Canopy Planning Group

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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.

Is the housing market poised for a comeback? 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.

Is the housing market poised for a comeback? Read our 2026 housing outlook.

What to expect from markets during a midterm election year 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.

What to expect from markets during a midterm election year 5 midterm market trends to watch — and what it means for your portfolio.

Will inflation keep rising? 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.

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

How to plan and budget for travel in retirement 05/31/2026

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

How to plan and budget for travel in retirement Financially prepare for your next trip with more confidence.

Markets head into the summer with the bulls and bears increasingly at odds about the next move 05/28/2026

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

Markets head into the summer with the bulls and bears increasingly at odds about the next move Get more expert insights by reading the latest Weekly Market Perspectives.

Trump Accounts: A guide for parents 05/28/2026

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

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

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.

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Telephone

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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