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加拿大理财师伊森已经为琳达建立并实施了一个投资规划:短期目标用定期存款投资来实现;对于长期目标,伊森建议用40%债券+60%股票的组合。3个月后,琳达来到伊森的办公室,来讨论理财规划的调整问题。
Canadian financial planner Ethan has set up and implemented an investment plan for Linda: a short-term goal is to invest in time deposits and a long-term goal in which Ethan recommends a 40% bond + 60% stock portfolio. Three months later, Linda came to Ethan’s office to discuss the adjustment of financial planning.