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RETIREMENT CASE STUDY
Chris Girard, CFA - Investment Advisor
✓ How Michael & Linda can map out their retirement lifestyle and finances in the short term and long term
✓ How to design a strategy to achieve the goals and priorities that are important to them
✓ How to maximize their income sources, including RRSPs, LIRAs, TFSAs, the Canada Pension Plan (CPP) and more
✓ How to create a flexible retirement income plan that considers their next 30 years and their ultimate legacy
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