|Conservative, moderate or aggressive?
What Type of Investor Are You? To find out more about your investment style, take a few minutes to complete our Investor Profile Questionnaire. It is simple and easy, and it will help you learn what kind of investment strategy best suits you.
Are you Conservative, looking at safe options for the long run?
Maybe Moderate is more your style, looking for a balance between security and good returns?
Or are you Aggressive, focused on change and growth?
Each style calls for different strategies and solutions in order to attain corresponding objectives in terms of liquidity, fixed income and growth. We live in a global economy, complex, vast, and rapidly changing. Choosing the right approach is important to your financial success. We can offer the advice you need to help build a portfolio that matches your growth expectations while respecting your comfort level in terms of risk.
Our Investor Profile Questionnaire can help you identify what style is most like you.
There are no "good" or "bad" answers on this questionnaire: just answers that are closest to how you feel. Pick the answer that most closely reflects your preferences, so we can better help find the solutions that suit your needs.