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It s Valentine s day, Wednesday February 1 4 , 2 0 2 4 and you notice that the receptionist has booked an appointment for
Its Valentines day, Wednesday February and you notice that the receptionist has booked an appointment for you at : this morning with Sylvester MacEwan for a deposit to his mutual fund account. Sylvester first opened the account in February of with an $ deposit from his moms estate. Sylvester is very pleased with the portfolios longterm performance, but is a little concerned with how much it has gone down in value over the last couple of years according to the notes entered by the receptionist on the appointment booking
You pull Sylvesters mutual fund file and notice that on February he made the following purchases within the newly opened, nonregistered Canadian dollar mutual fund account:
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