Investor Profile

Your age, your investment time horizon and how you feel about risk will help to determine your investor profile. Once you know your profile, you can then work with your advisor to select investments that will help you achieve your financial goals.

To determine your investor profile, answer each of the following eight questions. Your total score will correspond with one of five investor profiles - conservative, moderate, balanced, growth or aggressive.

• Select one answer for each question

• Note your score - shown in brackets at the end of each answer.

• Tally the score and record for each question to get your total below

Name

First Name

Last Name

Profile Questionaire

1. What is your investment horizon - when will you need this money?

2. What is your most important investment goal?

3. Please indicate which statement reflects your overall view of managing risk:

4. If you owned an investment that declined by 20 per cent over a short period, what would you do?

5. If you could increase your chances of improving your investment returns by taking more risk, would you:

6. The following picture shows three model portfolios and the highest and lowest returns each is likely to earn in any given year. Which portfolio would you be most likely to hold?

7. After several years of following your financial plan, you review your progress and determine you are behind schedule and will need to modify your strategy in order to meet your goals. What would you do?

8. Which statement best applies to your approach regarding achieving your financial goals on time?

Total Score

Add the bracketed totals from your answers and put it in here.

Match your score to an investor profile below: