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Alex has just learned that his clients, Christine and Justin, are in the process of separating. The couple has a joint investment account as well
Alex has just learned that his clients, Christine and Justin, are in the process of separating. The couple has a joint investment account as well as individual RRSPs and TFSAs that are managed by Alex. What step should Alex take
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Its important for Alex to handle this situation with professionalism and care given the sensitive nature of his clients circumstances Here is a stepby...Get Instant Access to Expert-Tailored Solutions
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