Case study: planning for wealth, retirement and the great beyond
I will upload all the instructions and requirements for the assignment, please pay attention to the details and keep on mind its a Canadian example. All the calculations should follow the Canadian principles.
This is the book that we use in class, you can look at it. It will help you and you can go back to the table, or use it as references. Feel free to contact me anytime if you need to.
Personal finance for Canadians. Ninth edition, Currie, Chambers, Brown