Investor Profile

Your current age is:
Under 30
30 - 45
46 - 55
56 - 65
66 +

Your approximate income is:
Up to $24,999
$25,000 - $49,999
$50,000 - $74,999
$75,000 - $99,999
$100,000 - $149,999
$150,000 - $199,999
$200,000 or more

Your approximate household net worth is:
Up to $24,999
$25,000 - $49,999
$50,000 - $99,999
$100,000 - $249,999
$250,000 or more

How would you rate your investment knowledge?
Limited: I know what a Mutual Fund is but I am not sure that I can explain how it works.
Moderate: I have a working understanding of a wide range of investments, including mutual funds.
Extensive: I am market savvy and am familiar with the workings and risks associated with complex investment products.

Based on the following statements, how would you rate your risk tolerance?
Low: Low risk investments have a low volatility and are for investors who want greater safety of capital and may include such investments as Canada Savings Bonds, GICs and money market mutual funds.
Low to Medium: Low to Medium risk investments have more volatility than those described above and may include bond or balanced funds.
Medium: Medium risk investments have a medium amount of volatility and are for investors that want moderate growth over a longer period of time and may include Canadian dividend, Canadian equity, U.S. and international equity funds.
Medium to High: Medium to High risk investments have demonstrated a medium to high amount of volatility and are for investors that want long term growth and may include funds that invest in smaller companies, specific market sectors or geographic areas.
High: High risk investments have a high volatility and are for investors who are growth oriented and are willing to accept significant short term fluctuations in portfolio value in exchange for potentially higher long term returns and may include specialty mutual funds that invest in specific market sectors or geographic areas such as emerging markets, science and technology, or engage in speculative trading strategies including hedge funds that invest in derivatives, short sell or use leverage.

What is your objective for this account?
Safety: My objective is to keep my investments safe and I don’t want to risk any of the money I invest.
Income: My objective is to generate income from my investments and I am less concerned with capital appreciation. Investments that will satisfy this objective include fixed income investments such as funds that invest in bond or money market instruments.
Balanced: My objective is a combination of income and growth. An account with a balanced objective should typically include at least 40% in fixed income investments and no more than 60% in equity mutual funds.
Growth: My objective is capital appreciation and income from investments is not a requirement. This may lead me to hold a relatively high proportion of funds that invest in equities since I also have a higher risk tolerance and long term time horizon.

When do you plan to withdraw a significant portion of your holdings?
I am planning to withdraw within the next year.
I plan to withdraw funds from my account within the next 1-3 years.
I plan to withdraw funds from my account within the next 4-5 years.
I plan to withdraw funds from my account within the next 6-9 years.
I do not plan to withdraw funds from my account for 10 years or more.