Compare and contrast various investment vehicles appropriate to individual financial planning goals.

Part 1 - Discuss your Investor Profile: Use a paragraph to discuss each item below. You will have at least one paragraph discussing EACH item. You can add additional paragraphs for other considerations that you may identify: 1. Risk Tolerance 2. Investment Time Horizon 3. Investment Objectives 4. Financial Situation 5. Family Circumstances (e.g. Dependents and Health) existing or expected.

Part 2 Recommendations on Investment Portfolio Prepare a chart of possible investment types like the one below and describe how each fits (or not) in your investment plan until retirement. Remember to demonstrate that you understand the risk and rewards of each type of investment. Investment How it fits into my investment plan Options, Commodities, Savings Account, GICs, T bills, Government Bonds, Corporate Bonds, Preferred Shares, Common Shares, Mutual Funds.

Based on your investor profile and analysis on investment vehicles in Part 2, make recommendations for what investments you should consider and explain why they deserve consideration. Are there some investments that are obviously great choices? Which ones are a very poor fit? Why? The assignment will likely be 2- 3 pages double spaced.