So, you’re retired – maybe – and probably know a thing or two about investing. You’ve done alright for yourself and have taken full advantage of RRSPs and TFSAs over the year and also have non-registered or Open investments in a taxable account.
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How have I done so far - does this sound like you?
A good Financial Advisor should do more than just pick good funds, he or she should understand your tax situation and structure your investments to be as tax-efficient as possible.
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