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Jonathan is a Dealing Representative who has just finished an appointment with his new client,...

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Jonathan is a Dealing Representative who has just finished an appointment with his new client, Shirley. Jonathan has concluded that Shirley has a low-risk profile but wants to establish additional savings of $500,000. During their discussion, Shirley emphasizes she wants investments that are also tax efficient. Jonathan learned that currently Shirley has no registered retirement savings plan (RRSP) and tax-free savings account (TFSA) contribution room due to using those opportunities by investmenting elsewhere.

What variable is a PRIMARY consideration for Jonathan when making an investment recommendation?

A.

Investment objective

B.

Shirley's risk profile.

C.

Expected time horizon.

D.

The tax consequences.

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