Week $11$

Applicable VLOs or EESs for This Week$$s Case Study

Recommend investment strategies that help to mitigate negative economic impacts

on personal investment.

ESS:

$$ Communication

$$ Critical thinking & problem solving

$$ Information management

$$ Numeracy

This Week$$s Detailed Case Study Information

Today you are meeting with Chloe, the owner of a successful chain of organic food

stores across Quebec and a client of Capital Gains Financial Services. Chloe, known for

her passion for sustainable farming and her love for French literature, has built her

business from the ground up$,$ turning it into a household name in Quebec.

Chloe$$s net worth is estimated to be around $$15$ million, with her annual income from

the business being approximately $$1\mathrm{.}2$ million. However, the recent economic recession

has led to a dramatic reduction in consumer spending, resulting in a $20\%$ decrease in

her business revenues. Consequently, her personal investments, primarily in equity $(70\%)$

and bonds $(30\%),$ have also taken a hit, with her investment portfolio value declining by

$15\%.$

With the economic recession showing no signs of abating soon, Chloe$$s business and

investment strategies need a reevaluation. The team knows they need to recommend

investment strategies to Chloe that will help mitigate the negative impacts of this

economic downturn on her personal investments.

They understand Chloe$$s risk tolerance is moderate, and her long$-$term financial goals

WIL PROJECT

include maintaining her current lifestyle, supporting her passion for sustainable farming,

and securing a comfortable retirement. Given her current financial situation, the team

needs to devise an investment strategy that balances risk and return, ensuring Chloe$$s

financial stability even in uncertain economic times.

Deliverables for This Week$$s Case Study

$1.$ Complete a client profile.

$2.$ Prepare a comprehensive report outlining the recommended investment strategies,

including a detailed analysis of potential risks and returns. Include a financial forecast

showing the potential impact of the recommended strategies on Chloe$$s personal

investment portfolio over the next five years.

$3.$ Record a presentation to Chloe explaining the recommended strategies, their

benefits, and potential risks.

WIL PROJECT