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Jun 2, 2021
Portfolio Confidential
Real world confidential portfolio discussions:
My partner Horaldo and I work as engineers at the same firm and we are both turning 37 this year. We each have a TFSA, a company RRSP, a regular RRSP and a small non-registered account. Our total combined portfolio value is just under $900,000 and I have attached the holdings in each account for your review. We have a few questions for you:
#1: What is the most important thing we should be doing right now?
You should...