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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.


Investor Profile Questionnaire

 


What is your age range?

  

  Over 65 years

  

  56 to 65 years

  

  46 to 55 years

  

  30 to 45 years

  

  Under 30 years


How would you describe your investment knowledge?

  

  Novice - I'm new to investing

  

  Fair - I've invested in things like GICs, but I haven't looked into other kinds of investments

  

  Good - I've invested in some mutual funds and know the difference between a stock and a bond

  

  Very Good - I've invested in different kinds of investments and understand how the markets work

  

  Sophisticated - I am very knowledgeable about the markets and different kinds of investments


How secure are your sources of income?
The more secure your income is, the less likely you'll need to withdraw from your investment earlier than planned.

  

  Very unstable

  

  Fairly unstable

  

  Stable

  

  Fairly stable

  

  Very stable


Which statement best describes what you want from your investment?

  

  Regular income

  

  Mostly income with some growth

  

  Mostly growth with some income

  

  Growth over the long-term


When will you need this money?

  

  Less than 3 years

  

  3 to 5 years

  

  6 to 10 years

  

  11 to 15 years

  

  More than 15 years


How would you react if the value of your portfolio suddenly dropped by 20%?

  

  Sell it all

  

  Switch to more conservative investments

  

  Wait for at least 3 months and then re-evaluate

  

  Make a small additional investment

  

  Make a significant additional investment


Which of the following statements best describes the trade-off you would be most willing to make with your investment?

  

  Low - expected long-term return of 5%, possible loss of 0% in any one year

  

  Medium - expected long-term return of 7%, possible loss of 10% in any one year

  

  Medium-High - expected long-term return of 9%, possible loss of 20% in any one year

  

  High - expected long-term return of 12%, possible loss of 25% in any one year

  

  Very High - expected long-term return of 15%, possible loss of 30% in any one year


   


 
 
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