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<p>In addition to keeping a <a title="Portfolio watch" href="/know_adviser.aspx?id=317">watch on your portfolio</a> to ensure each
investment opportunity is <a title="Glossary" href="/index.aspx?id=195#suitable_investment">suitable</a>, you should conduct
an annual check-up of your portfolio with your advisor.</p>
<p>An annual check-up will help ensure that you are on track to achieve your
investment goals. If your portfolio is off track, ask for a plan to get it back
on track as soon as possible.</p>
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<RelatedContentIntro> We provide these links because we believe that they have information that can be <br />helpful when taken in the right context. The BCSC does not endorse the authors <br />of the links and does not guarantee the reliability or accuracy of the <br />information. Users assume responsibility for any reliance they place on the <br />information provided by a related link.</RelatedContentIntro>
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<RelatedContentTitle>How to do an annual financial checkup</RelatedContentTitle>
<RelatedContentDetails>Though the article uses U.S. references, the basics it discusses can still apply to Canadian investors planning to do annual portfolio check-ups.</RelatedContentDetails>
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