PHFs is an investment advising and financial planning company. Our firm tends to help thousands of Canadians by offering investment advice and providing investment products such as stocks, ETFs, Mutual funds to make an investment. Along with high-quality financial planning services to help people with RRSP, Home loans and equities and many more. We are a new firm in the market and one of our main goals will be to provide our clients with high-quality services and products which will help us build a good customer relationship which will benefit us going into the future.

1. Describe and justify the types of investment products you offer. ETFs, mutual funds, individual securities, alternative investments, etc. Why are these products suitable for the type of financial planning you offer and for your client segment(s)?

2. Describe your key competitors You should only discuss competitors that target the same client segments. These may include other financial planning firms or other distribution channels discussed in the course. What are the strengths and weaknesses of your competitors relative to your own?