Many experts believe that long-term investment success is more a function of how assets are allocated among asset classes rather than the individual securities in which they are invested. This asset allocation tool will help you to identify a potential mix of cash, bonds, and stocks that corresponds to your personal demographics and your investment experience. These sample mixes are only examples and are not specific recommendations. If you want a more detailed view of an allocation that relates to your individual needs and preferences, your financial advisor has on-line access to sophisticated financial planning software and would be happy to provide you with a more highly individualized analysis.
Investor Profile Questionnaire Calculator (Canadian)
Investor Profile Questionnaire Calculator (Canadian) Definitions
- Investment questions
- Answer the investment questions as accurately as possible. Each answer has an assigned point value. The total points generated from all answers is used to determine the type of investment profile with the best match. Please note that this should be used only as a starting point for your investment strategy and allocation.
- Asset classes
- This calculator uses there basic asset classes to allocate a portfolio. They are "T-Bill Fund", "Term Deposits/GIC's", "Bond Fund", "Canadian Equities", "US Equities" and "International Equity Fund".
- Investor Profile
- The suggested investor profile provides a guide to your allocation between investment classes.