Answer the following questions then click "Run" to determine your Investor Type

Profile Information

Year of Birth:
Personal Risk Tolerance: 1-High Risk 2-Moderate Risk 3-Balanced Risk 4-Minimal Risk 5-No Risk Unsure
Average Salary:
Enrolled in School: Full-Time Student Part-Time Student Not Applicable

Outstanding Debts

Mortgage:
Loan:
Credit Card:
Other:

Account Balances

Chequing:
Savings:
TFSA:

Children

Children Under 25:
Financially Dependent Children:

Retirement

Pension: Full Pension Partial Pension No Pension Unsure
Retirement Savings:

Expected Payments

Current Year:
Next Year:
Following Year:

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