Welcome to A Life Well Lived: Grow, Preserve and Transfer Your Wealth with Ken Ouellette CPM® Certified Portfolio Manager and founder of Orca Wealth Management. Managing wealth in today’s complex financial world can sometimes seem like an impossible task
Looking back to move forward. Ken recaps the defining financial moments of last year and outline the essential focus points for your money this year.
Join Ken in this discussion of mid-year strategies for reviewing often neglected areas of financial plans. He and his guest speaker will provide actionable...
Join us for an inspiring tribute to Warren Buffett, the legendary investor, philanthropist, and business icon known as the Oracle of Omaha. In this...
Trade Talks: Navigating Tariffs & Markets dives into the world of international trade, unpacking the impact of tariffs on global economies.This...
When work ends - Imagine a retirement filled with open trails, historical landscapes, and personal discovery. We are exploring the Camino de Santiago,...