Case study in fina 1053

CASE STUDY ASSIGNMENT FINA-1053 Based on the case information provided and the assumptions given 1. Complete the following: a. RRSP/mutual fund application form - one for each customer . RRSP risk tolerance questionnaire - one for each customer 2. Calculate a. The amount of income which each client will receive from the following sources of income CPP OAS iii. RPP b. The annual shortage between what they will receive and the desired income. The present value of this shortage at retirement age .The payment required to accumulate the RRSPs to desired levels at retirement based on the indicated rate of return. 3. Recommend: a. NEW monthly payment amounts to the RRSP for both clients b. 3 mutual funds for each client for the bank you choose to represent! 4. What would you advise the clients if they wished to retire at age 60? a. No calculations required