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Reorganizing Investments and Taxes to Achieve Goals
September 21, 2012 | Ask The Expert
This article originally appeared in Investment Executive, December 2008.By Catherine Harris, Featuring Brad Brain The Scenario The clients, Bill and Carol, are a couple living in suburban Vancouver. Both are 55 years old and have two fully employed children in their late 20s. The couple have never borrowed except for real estate; they are frugal…
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