Interactive Investor Profile
Choosing the right selection of investments is an important
task. Your financial goals and objectives, time horizon and
attitudes towards risk all play a key role in determining an
appropriate investment mix or asset allocation. It is important
that you balance your investment objectives with your time horizon
while keeping in mind your tolerance to risk.
Whether saving for the future or enjoying retirement, our Interactive Investor
Profile can assist in matching the portfolio that is unique to
you according to your time frame and the amount of risk you are
willing to assume.
Selecting your investment mix has never been easier.
There are three basic steps to formulating an effective asset
- Define your financial goals and the length of time you have to
achieve those goals.
- Consider how comfortable you are with investment risk - for
example, will you lose sleep over investments that fluctuate in
- Create a balanced portfolio that suits your financial needs
through a mix of the major asset classes.
With the help of your financial advisor and the Interactive Investor
Profile, you can determine an appropriate investment mix for
your personal situation.
Our wide investment selection is ideal for building a portfolio
that is suitable for conservative investors to those looking for
more aggressive growth and everyone in between.
The daily interest account, guaranteed and term deposit accounts
and wide range of segregated funds allow you to build a portfolio
that suits the type of investor that you are. For those who prefer
a more simplified approach to investing, our segregated fund
portfolios offer the ideal solution. Each of our segregated fund
portfolios offer outstanding diversification by asset class,
investment style, geographic region and market capitalization.
Will my asset allocation change over time?
Your investment profile is far from static and is a reflection
of your current personal and financial situation. As your goals and
lifestyle circumstances change, your ideal asset allocation will
likely change as well. The flexibility offered by our segregated
fund account allows you to change your investment mix as deemed
appropriate. Continual monitoring of your investments is necessary
to ensure that the chosen investment mix remains consistent with
your long-term goals, current situation and risk tolerance. Your
financial advisor can assist you with this.
Asset allocation and your goals
Each of your financial goals will likely have varying time
horizons associated with them, which can result in an asset
allocation unique to each. Keep this in mind as you complete the
questionnaire. Defining your financial goals will assist in
creating an asset allocation that is consistent with your time
horizon and risk tolerance. Take a moment to determine your primary
financial goals and each of their specific time frames. Here are
- Fund a long and active retirement
- Save for your own business
- Down payment on a home or cottage
- Save for your children's or grandchildren's education
- Recreation or travel
- Create an estate
- Provide current retirement income