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Build a suitable investment portfolio

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Question - Bill and Angela Thomas, age 56 and 58, just inherited $200,000 from a distant relative. They are now trying to assess how to invest the proceeds.

Time Horizon - 5 years to retirement and projected normal retirement lifespan to age 90

Risk Tolerance - Medium

Financial Situation:

$100,000 in savings (RSPs and TFSAs)

No pension plans, heavy debt burden ($600,000 mortgage @ 2%)

Combined income of $100,000/year

No emergency funds

Cash Flow is tight each month

Family Situation - no children, ailing parent to support and lives in their house

Investment Knowledge - low, and they generally prefer managed products

1. Build a suitable Investment Portfolio (Asset Allocation and Product Level). Indicate the account types that you would recommend and allocate the $ accordingly (i.e. RRSP, TFSA, etc.).

2. Provide Rationale as to why you recommended what you recommended and show your client proposal report.

Reference no: EM133144709

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