Its a crisp afternoon in Sherbrooke, and Alfie, Bernie, and Chloe, they are dynamic duo are huddled

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Question:

It’s a crisp afternoon in Sherbrooke, and Alfie, Bernie, and Chloe, they are dynamic duo are huddled in Moneymax’s,- a new consulting gig conference room. A new client case has landed on their desks - meet Samuel, a successful entrepreneur who’s recently sold his software company for a cool $10million. Samuel is ready to invest his newfound wealth, but he has a specific request: he wants his investments to support sustainable and socially responsible companies.

As a staunch environmentalist, Samuel is adamant about using his wealth to create positive change. However, he’s aware of the limited investment opportunities that align with his values. There’s also the lingering concern about potentially sacrificing returns for the sake of sustainability. Samuel’s investment profile indicates his risk tolerance level is moderate, his investment horizon is long-term, and he’s aiming for an annual return of 5%.

The team at Moneymax is no stranger to challenging cases, and they’re eager to help Samuel navigate the world of socially responsible investing. However, as a boutique financial planning firm, they must ensure their strategies adhere to professional regulations, provincial legislation, and ethical standards required by the financial services industry and its regulators.

The task ahead isn’t an easy one. The team must balance Samuel’s desire for socially responsible investments with the need for financial growth, all while operating within the industry’s regulatory framework.

Prepare the followings

1. Executive Summary

2. A comprehensive investment strategy that aligns with Samuel’s values of sustainability and social responsibility while aiming for his desired annual return.

3. A detailed report outlining how the proposed investments comply with all necessary regulations, provincial legislation, and ethical standards required by the financial services industry.

4. A presentation to educate Samuel on the potential risks and rewards of socially responsible investing, ensuring he is fully informed and comfortable with the proposed strategy. How we will present to Samuel?

5. conclusion

put an assumptions.