The Canoe Brook Group at Morgan Stanley

The process begins with a conversation in order to fully understand you, your family, and your current financial situation. We then discuss your future investment goals, liquidity needs, retirement plans, and finally your values.

At this point, a strategy begins to be implemented based on the objectives discussed in the discovery analysis. We use our extensive knowledge in financial, retirement, estate planning and risk management along with the firm's world class resources in cash management and lending solutions.

Continuing the conversation allows us to ensure that your current goals are top of mind when executing the strategies on your behalf. Our service showcases we are there for clients every step of the way and provide all clients with an ease of mind.

As soon as your financial plan and strategy is developed, we adopt these plans to our quarterly monitoring system to ensure your plan stays on track.

The 2026 tax tables detail the marginal tax rates for various income brackets and filing statuses. Important deadlines include the 2026 estimated tax payments and the last day to file federal income tax returns. Other key details include the tax rates on long-term capital gains, the Child Tax Credit, and various retirement plan contribution limits.

We thouroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.

We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals

Leading up to and through retirement, The Canoe Brook Group helps you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve for financial goals.

Morgan Stanley Online (MSO) gives users the view of their account balance and activity, and also encompasses a suite of features that allow you to manage your everyday finances. From paying bills and sending money to transferring funds and authorizing transactions.

Securely access your Morgan Stanley account from virtually anywhere. Simply download it to your mobile device and use your Morgan Stanley Online username and password to log in for MSO resources on the go.

Goals Planning System (GPS) is a Morgan Stanley's own integrated planning tool. Build on the firms intellectual capital and capabilities. GPS is an intuitive and efficient platform used to quickly assess whether a client is "on track" to achieving their finance goals.

LifeView is a suite of planning tools that include goal based analysis that Financial Advisors can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.

Portfolio Risk Platform - Powered by Aladdin is a risk management platforms that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.

Track spending habits and manage savings by using Morgan Stanley's Spending & Budgeting Tool. This tool helps advisors monitor client cash flows across both internal and external accounts. This tool makes it easy for you and your Financial Advisor to see your complete financial picture.