1. Relate the risk profile, KYC information (Objectives, Time Horizon) to your client and his/her investing strategy. 2. When does your client wish to retire? How much money should he or she have saved by their retirement date? How much money does this client need to save each month to live well in retirement? Based on the risk profile (do not submit a risk profile), what kinds of investments and risks can your client(s) consider? 3. Prepare a recommended portfolio of 3 mutual funds from 3 different Fund companies (eg. BMO Growth Fund; Frankline=Templeton Strategic Bond Fund; and Dynamic Dividend Fund) to address the client Goal (s). You can focus on the main objective only, if you so desire. 4. Make and list your own assumptions about inflation, client risk tolerance, and any other issues that help you complete a realistic portfolio for your clients. 5. Support your recommendation with case facts. Show a pie chart of your portfolio (use excel to create). 6. Discuss the riskiness of your recommended portfolio 7. Discuss the diversification strategy you employed 8. How are KYC and KYP addressed? 9. How do current economic events relate to your choices and recommendations