Insights

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Latest Webinars

Posted February 13, 2024

Phoenix Business Owner Roadshow

We are excited to share our first roadshow event was a success!

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Posted November 16, 2023

Let’s Talk Medicare!

Jennifer Stratton, Owner / President of Flagship Insurance joins Mike Bernier to take a deep dive into all things Medicare.

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Posted July 20, 2023

Why is Financial Planning so Important?

Erika Wood, AIF, RICP joins Mike Bernier to discuss why Financial Planning can make a huge difference in your personal financial situation.

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Posted November 9, 2023

The Stock Market & the Economy

Join us for a discussion on the current state of the economy and where the market may go in 2023. Guest – Meera Pandit from JPMorgan.

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Market Updates

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Castleview Partners

Providing Investment & Planning Advice Powered By Service,
Independence & Technology.

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LEAR IM

Our sole focus is research and investment management. We stick to a disciplined process to monitor risk.

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