David Myers

Decorative pattern

Planning and Advice

Advisor analysis – David Myers

It would be interesting to know whether John and Leslie acquired the non-registered savings by way of inheritance or personal savings. Based on incomes and goals, it seems as though more than John’s bonus has been applied to savings. Their solid financial base allows for adding expenditures for risk protection. They appear to be very careful and methodical with their financial decisions.

By David Myers |November 15, 2013

4 min read

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