A mutual fund representative and financial advisor, has been putting together a financial plan for his client, who is 35 years old and her primary goal is planning for retirement. They have decided that in addition to her CPP and OAS payments, The client needs $40,000 in additional income to meet her retirement needs. The advisor completes the KYC information on the client questionnaire and prepares several scenarios. The advisor reviews these scenarios and believes that one scenario in particular will meet client's needs. In what step in the strategic investment planning process are the advisor and client ? implement the plan clarify present status and identify problems and opportunities develop and present the strategic investment plan establish client objectives and gather client data

Answer rating: 100% (QA)

The advisor and client are in the step of develop and presen... View the full answer