Investor Profile

Use this questionnaire to define your
investment objectives and personality.

How old are you?
When will you need your money?
What is your current family income?
What is your current net worth?
If the value of your investments goes down,
you change your strategy.
You prefer keeping your investments safe and
intact instead of staying ahead of inflation.
Which $10,000 investment would you choose
given the range of returns after 1 year?
The ups and downs of the market
keep you up at night.
You think GICs and Term Deposits are
the best long term investments.
You manage your finances and investments using
a clear financial plan with well-defined goals.
To see your profile, answer all of the questions above and then click Show Profile.


This calculator is for educational purposes only. All charts and illustrations are for illustrative purposes only and are not intended to illustrate the performance of any security or portfolio. You should not rely on the results as an indication of your financial needs and we recommend that you seek your own financial, investment, tax, legal or accounting advice nor shall the information herein be considered as investment advice or as a recommendation to enter into any transaction. Professional advice should be obtained prior to acting on the basis of this information. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid may not be reflected in the calculation results. ® The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under license.