Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. In this recent post, Robyn helps a couple in their mid-fifties who have amassed $1.3 million in investments, but still need to pay off a loan and clean up and consolidate their investment holdings before they retire in a few years.
How to get your portfolio back on track
This 5-point annual review can reveal weak spots Your investment portfolio is the cornerstone of your wealth accumulation plan over the long term. Whether your investments are in non-registered...
