Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. This quarter we are highlighting Nick Merryman, our new addition to our team. We introduce a special client, Thelma Boyer and introduce some exciting updates to our investment and trading platforms.

In this edition:

WAG on the Move: Welcome Nick Merryman

Tech Corner: 55ip Trading Platform

Tax & Legislation Corner: Important Tax Updates

Financial Planning Corner: American Rescue Plan Act of 2021

Investment Corner: Custom Model Solutions - Powered by Blackrock

Client Spotlight: Thelma Boyer

To read the full newsletter click here: WAG April 2021 Newsletter