Personalized Investment Plan
Personalized Investment Plan

Please answer the following questions in order to find out which investment solutions are adapted to your profile and will in turn enable you to achieve your financial goals.

Important :
Whether you need your investments in 2, 5, 10 or 20 years, your investor profile can change in time. This process should be done at least once a year, and this, for every project that you have. (Your investor profile can vary depending on the project).

A. I would like to obtain an investor profile for my account:
    Registered: Non-registered:
B. What is the total amount you wish to invest?   $
C. Would you like to keep a portion in cash (vacation, emergencies, etc.)? Yes $ No
D. Would you like to manage your own portfolio or part of it?

Yes

$

No

Answer the following questions then click on "result" at the bottom of the page.

1. With respect to your investment horizon, when do you expect to fully liquidate this investment? (To make an investment for a period under one year, you don't need to complete the following questions. You can consider investing in our short-term solutions such as our Money Market Funds).
Less than 1 year
1 - 2 years inclusively
3 - 4 years inclusively
5 - 9 years inclusively
10 years or longer

2. How would you describe your current financial situation?
My expenses exceed my income and I have to make regular withdrawals from my investments.
My income exceeds my expenses, but sometimes I have to withdraw from my investments.
My income exceeds my expenses and I may occasionally have to withdraw from my investments.
My income exceeds my expenses and I never have to withdraw from my investments.

3. To obtain potentially higher returns, you will have to accept a higher degree of fluctuations in the value of your investments. Which of the following answers best describes your investment objectives?
Return on investment is a priority for me and I'm willing to accept a higher degree in order to maximize the possibility of achieving my long-term goals.
The return on my short-term investments and their stability are equally important to me.
The stability of my short-term investments is important to me.
The stability of my short-term investments is a priority for me, even if the potential return is lower.

4. What is your investment experience with regards to the stock market?
I have already invested in the market and was comfortable with the fluctuations in the value of my investments.
I have already invested in the market, however I never experienced a significant decline in the value of my investments.
I have already invested in the market and was uncomfortable with the fluctuations in the value of my investments.
I have never invested in the market, however I'm ready to begin and accept fluctuations in the value of my investment.
I have never invested in the market and I'm not very familiar with how they operate.

5. How much of a decline in value would you be willing to accept temporarily in the event of any major financial turbulence?
I would accept a decline of approximately 20% or more.
I would accept a decline of approximately 10% to 20%.
I would accept a decline of approximately 5% to 10%.
I would accept an occasional decline of less than 5%.
I would only accept minimal declines.
I want a stable but not guaranteed investment.
I want a capital guaranteed investment with variable return.
I want capital guaranteed investment with a fixed return.

6. Consider the following example. You invest $10,000 with an investment horizon of several years. With which of the following scenarios would you be most comfortable after three years? (If your horizon is less than two years, skip this question.)


   

YOUR INVESTOR PROFILE IS NOW DEFINED.