Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. In this recent post, Robyn recommends that a high-income 70-year-old retiree curt the risk in her investment portfolio and realign her income stream to make it more tax efficient, while avoiding OAS clawback.
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...