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Home/Exams/Canadian Securities Institute Applied Financial Planning/Question #7
#7Multiple Choice

Goran, a financial planner is meeting with a new prospect Marlene. After assessing her risk profile Goran determines an appropriate asset allocation would be cash at 5%, fixed income at 35% and equity at 60% Marlene's current statement shows her RRSP account breakdown as follows:

What advice should Goran give to Marlene with respect to her account aligning to her overall circumstance?

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