Step 1 register and purchase the Jane Smith case from Ivey.

Step 2 read both the case instruction/investment decision pdf and rubric.There are 5 questions that will form your submission.As you read through look at the rubric grading weights, hint one question is worth 10 marks, this represents 30% of the total grade.

Step 3 read the case and assume you are Jane and answer the investor profile questions from the included sample investor questionnaire.Below is a sample from page 6, which will define the profile.Note the instruction that the profile will be the furthest to the left.As an example, assume the risk capacity questions 4-9 had a score of less then 15 and that was the most left circle in the matrix the profile would be Conservative Income.

Once that the investor profile has been determined start the 5 questions provided.As well note the submission requirements attached to the questions on page 2.

A key focus on what I will look at is the understanding of the full client situation, are there risks that the client could be exposed to in the future is her current investment strategy aligned with her objectives?Areas that might be addressed, taxation, disability, investment constraints, liquidity etc.As well, if providing a recommendation your rationale as to why?

HI are you familiar with this case study? I'm sorry but I need help where to start on this one and I don't know where to start