What Kind of Investor Are You?

Take our 3-step quiz to discover your risk profile and get a free portfolio analysis.

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What is your primary financial goal?

Capital Preservation (Protect what I have)
Steady Income (Generate regular cash flow)
Balanced (A mix of safety and growth)
Maximum Growth (Willing to take risks)

How would you react if your portfolio lost 15% in a month?

Sell some or all of my investments to avoid further loss.
Do nothing and wait for it to recover.
See it as a buying opportunity and invest more.
I have no idea.

When do you plan to start drawing this money?

In less than 3 years (or currently drawing)
In 3 to 5 years
In 5 to 10 years
More than 10 years from now

Get Your Investor Profile & Free Review!

You're all set! Based on your answers, we can determine your profile. Leave your details, and a certified advisor from our office in Canada will contact you for a free, 15-minute portfolio review.

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