Our new series explores a unique investor scenario, with an ideal solution that meets specific financial needs.
Newlyweds Lila and Bruce Zhang* are ready to start planning for their future. Earning a combined $225,000 annually, their investment knowledge is limited. They’re looking for a flexible solution that helps them diversify and grow their portfolio, which includes a Vancouver condo, TFSAs and RRSPs. Can you turn this couple into your client?
Brittany Carson*, 25, is a millennial through and through, and her first investing instinct was do-it-yourself. She has $55,000 to invest and plenty of potential for more - but zero patience for high fees. Can you turn her into a client?
Here's an ideal low-cost core-and-satellite solution that gives you room to add a fee for your advice while keeping Brittany's investing costs very reasonable.