Anyone interested in financial advice?

[PTD]

For a project for an undergraduate course in Investment Management, I am looking for people that would be interested in getting expert advice on wealth management. Those who are anxious about their retirement prospects are particularly welcome to apply. (If you're interested about the school, it's McGill)


Criteria of eligibility (you don't need to perfectly fit):

Age: Early-mid 40s
Family situation: 1-3 children younger than 15 years old
Income: Total household income between $150K and $500K per year
Financial wealth: Total savings worth $200-400K
Real estate: House/condo in city & cottage worth $500K-1M
Debt: Total mortgage debt outstanding $400-800K

What I need from you:

-A precise understanding of your financial situation and risk-profile, including your assets, liabilities, and a timeline of your future cash flows. This is strictly for educational purposes, and so your anonymity and confidentiality will be rigorously maintained.

What you will get:

-A customized passive management portfolio tailored to your financial situation and risk-profile
-A detailed 5-page analysis report by March 30th



PM me by February 8 if interested