Lee Helkie

Advisor analysis – Lee Helkie

Planning and Advice

Advisor analysis – Lee Helkie

It would be prudent to see a complete summary of Mike and Gary’s assets—it matters where their $3 million in RRSPs is invested because if it’s all in equities, that could fluctuate and they need to be comfortable with the fact that it could drop to $1.5 million.

By Lee Helkie | September 3, 2013

2 min read

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