Portfolio Confidential

Real world confidential portfolio discussions: Q: I am 57, my wife of 31 years is 63. I own a real estate business and my wife is retired. Our assets:   • $504,000 in Class A Kawartha Credit Union shares. I was concerned about the stock market last year and I was told this was a “for sure thing” and has a reasonable return with a five per cent annual dividend.   • $100,000 in cash in my real estate corporation.   • A...