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Posts Tagged ‘Investments’

FINANCIAL FACELIFT: When can Norman, 62, afford to join Margaret, 65, in retirement?

Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…

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