Tools & Resources
Answer 8 questions to discover your investor profile and the portfolio that best matches your goals.
1.How old are you?
2.What is your total annual income?
3.How much of your monthly pay cheque do you put aside for savings and/or investments?
4.How would you describe the security of your annual income?
5.What is your main objective for this investment?
6.When do you expect to withdraw your money?
7.If your investment dropped 25% in value, how would you respond?
8.Which statement best describes your tolerance of market fluctuations?
