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Jun 2, 2021

Portfolio Confidential

by Barbara Stewart
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...
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