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Comment on Do you need a planner if you’re a DIY investor? by Syed M
['James P. Gunn', 'Cea Cfp', 'James P. Gunn Has Been A Financial Advisor For Over Years. He Is The President Of The Independent Wealth Management Firm Halton Wealth Management In Burlington']
Comments for MoneySense
I believe that to truly safeguard your long-term financial well-being, Canadian investors must look beyond short-term control and recognize the value of a planner—particularly for retirement planning. Retirement planning: Canadian DIY investors often focus on saving, but they lack a strategy for converting assets into reliable income. Do you need a financial planner to plan for retirement?