Prepared for

Jean Guy

Prepared by

Stephan Desbien

Date

Assets To Invest

Cash 100000

Business Holdings 950000

Private Shares 800000

Real Estate Holdings 2500000

Investable Assets 1400000

Cash Flow Requirements​

salary 225000

professional_income 100000

dividend_income 50000

dividend_benefit_income 12000

investment_income 80000

Target Asset Allocation

Cash, Equities & Bond Allocation is subject to change