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Jordan is 34 and single. He lives in a rented apartment in downtown Toronto. He has contract employment and is not in a taxable position.

Jordan is 34 and single. He lives in a rented apartment in downtown Toronto. He has contract employment and is not in a taxable position. His monthly cash flow is neutral. He has no debts, although he is considering buying a car because he loves to do weekend road trips. He has provided you with the following information related to his finances: Chequing Account $6,250 TFSA Account - Short-Term Bond $500 - Long-Term Bond $500 - Canadian Balanced Fund $300 - Canadian Equity Fund $600 - Canadian Income Fund $700 - U.S. Equity Fund $250 - U.S. Fixed Income Fund $300 - U.S. Balanced Fund $500 - International Growth Fund $400 - International Equity Fund $600 Latin America Equity Fund $200 European Equity Fund $150 (a) What additional questions would you ask Jordan in order to obtain more information to help guide the portfolio allocation and suitability discussion? How would you recommend adjusting his investment portfolio based on the information he provided

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