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Olivia describes herself as an incorporated small business owner contemplating retirement within the next five to 10 years. “I find it difficult to pinpoint when I can afford to retire and I would really appreciate your analysis of my financial picture,” she writes in an e-mail.
Click here to read the full article by Dianne Maley, originally published on The Globe and Mail on October 18, 2024, featuring insights from Trevor Fennessy, Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners.