At 84, Louise* is looking to simplify her investment portfolio , minimize tax, and make sure she maintains her current lifestyle. This includes continuing to travel five to six times a year, albeit more locally than her past global adventures, and age in place in her home in Vancouver, bringing in any additional help she might need.
To this point, Louise has built and managed a portfolio largely composed of equities. About a year ago she sold most of her stocks and now has $1 million in nine Read Entire Article
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