Robyn Thompson is featured in The Globe and Mail’s “Financial Facelift” series by Diane Maley. This time, high earners Toby and Cheryl wonder how to achieve their goals of a luxury lifestyle now while providing for their kids’ education and targeting an early retirement. Read Robyn Thompson’s advice on how this power couple can achieve their short- and long-term goals with a tax-efficient re-set of their scattershot finances and investments into an integrated financial plan.
Time for a portfolio review and rebalance
Getting your investments back on track Stock markets were on a tear last year. The S&P/TSX Composite was up 21% in 2021, while the S&P 500 Composite Index rose 27%. But trouble may be...
