Its a typical afternoon in Quebec, Canada and the Financial Solutions team is standing around the offices

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Question:

It’s a typical afternoon in Quebec, Canada and the Financial Solutions team is standing around the office’s largest monitor. They are in a video call with their client, Amy, a renowned author whose latest book has just bagged a coveted literature award, along with a hefty prize of $1 million. Amy, a risk-taker at heart, is eager to invest her newfound wealth into a more aggressive portfolio.

Amy net worth prior to the windfall stood at $2 million, with a conservative portfolio allocation of 50% bonds, 40% stocks, and 10% cash. Her annual income from book royalties averages $200,000, and she has a moderate risk tolerance. However, this windfall presents an opportunity to diversify her portfolio and potentially increase her overall wealth.

As consultants, your task is to develop a diversified personal portfolio for Amy, considering her increased capacity for investing and her willingness to take on higher risk. Keep in mind her personal needs - she’s single with no dependents, and she loves to travel for her book tours. She also mentioned a desire to start a non-profit organization for aspiring writers in the future. So, let’s help Amy turn her literary success into a financial one!

Task

Make an introduction

Make an executive summary

A comprehensive personal investment portfolio for Amy, charting out the asset allocation across different investment instruments considering her risk appetite,personal needs, and future goals.

A detailed projection of the potential returns from the proposed portfolio, considering various market scenarios.

A personalized financial planning guide for Amy, explaining the rationale behind the investment recommendations and providing tips on managing her portfolio. This guide should be visually appealing and easy to understand, considering Amy knack for storytelling and aesthetics.