Week $2$

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

Develop a personal portfolio based on a client$$s capacity for investing and their

personal needs and risk tolerance.

ESS:

$$ Communication

$$ Critical thinking & problem solving

$$ Information management

$$ Numeracy

This Week$$s Detailed Case Study Information

On a brisk afternoon in Lunenburg, Nova Scotia, you find yourself meeting with Margot,

a renowned Canadian artist known for her maritime$-$themed paintings. Margot$$s work

graces the walls of galleries worldwide, fetching an average price of $$30,000$ per piece.

Her annual income fluctuates depending on the art market, but she$$s maintained an

average annual income of $$250,000$ for the past five years.

Margot has always been a free spirit, preferring to focus on her art rather than her

finances. She has amassed a considerable amount of wealth but her investment

portfolio is limited$,$ mostly tied up in high$-$risk growth stocks. While this strategy has paid

off in the past, with an average annual return of $12\%,$ a recent downturn in the market

has made her rethink her approach.

After a quick tour of Margot$$s cozy studio, filled with the scent of oil paint and the sight

of numerous canvases showcasing the Atlantic$$s beauty, you sit down to discuss her

financial goals. Margot confesses she$$s looking to diversify her investment portfolio to

mitigate risk and optimize returns. She admits she$$s not well$-$versed in financial matters

and needs guidance to ensure she can continue her carefree lifestyle without worrying

about her financial future.

WIL PROJECT

Gary and Brent, both intrigued by Margot$$s unique situation, are ready to help. They are

aware that developing a personal portfolio based on Margot$$s capacity for investing,

her personal needs, and risk tolerance will be a challenging but rewarding task. It$$s time

for you to put your financial planning skills to work.

Deliverables for This Week$$s Case Study

$1.$ Complete a client profile.

$2.$ Develop a diversified investment portfolio proposal for Margot, considering her risk

tolerance and financial goals.