• Investor Profile Questionnaire

  • Date
     - -

  • Section 1 - Investment Objectives

  • What is the intent of your portfolio? Please select the most appropriate one.*
  • What is your major goal for your portfolio? Please select the most appropriate one.*

  • Section 2 - Personal Information

  • Which of the following ranges includes your age?*
  • Which of the following ranges best represents your current annual family income (including pensions) before taxes?*
  • After deducting any loan or mortgage balances, which one of the following ranges best represents your immediate family’s overall net worth?*

  • Section 3 - Investment Horizons

  • When do you anticipate using these funds?*
  • At the time you need this money, when will you withdraw it?*
  • What are you intensions regarding withdrawals and/or contributions to your investments today and over the next 5 years?*

  • Section 4 - Attitude Towards Risk

  • Which statement best describes your knowledge of investments?*
  • Realizing that there will be downturns in the market, in the event of a significant loss, how long are you prepared to hold your existing investments in anticipation of a recovery in value?*
  • Assume you invest $100,000 for the long term, what is the maximum drop in your portfolio’s value that you could comfortably tolerate in any given year?*
  • Which of the following statements most correctly describes your investment philosophy?*

  • Section 5 - Portfolio Volatility

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  • A portfolio is a basket containing different investments. The returns earned by a specific portfolio depend on the mix of investments that make up the portfolio. The following graph shows the probable range of returns (from best to worst) of four hypothetical portfolios over a one-year period. In which of these portfolios would you prefer to invest?*
  • Some investors are more willing than others to accept periodic declines in the value of the portfolio as a trade-off for potentially higher long-term returns. Which response best represents your feelings toward the following statement? "I am willing to experience potentially large and frequent declines in the value of my investment if it will increase the likelihood of achieving higher long-term returns."*
  • Investment ProfileScore
    Conservative105 or less
    Moderate106 to 135
    Balanced136 to 164
    Advanced165 to 199
    Aggressive200 or more

  • As a general rule, you should have an emergency fund to cover at least three months of your basic living expenses. Consider building an emergency fund based on cash or cash equivalents, such as daily interest accounts, short-term guaranteed investment certificates (GICs) or money market funds.

    Please note the Investor Profile Questionnaire addresses long-term investment goals and, as such, does not include GICs or money market funds. If you have shorter-term goals (for example, saving for a vacation) as well as planning for the longer term (such as retirement), consider a combination of investment funds and other products.

    We will help you create a plan to meet your investment needs.

  • Asset Allocation Recommendation

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