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Financial analysis

Investor profile assessment

Nineteen questions to understand your horizon, objectives, experience and risk tolerance, with Max to guide you. You get an indicative profile, then sign it and send it to your advisor.

  1. You
  2. Horizon
  3. Experience
  4. Risk
  5. Situation
  6. Results
  7. Signature

Your information

To identify you and prepare your profile.

Identification

Your project

$
Investments you have held

Address and contact preferences

Personal situation

Please complete the fields shown in red.

Horizon and objectives

When and why you are investing.

When do you expect to use most of this investment? *
Will you need to withdraw part of this investment in the next 2 years? *
What is your main objective? *
Is your financial situation (income, job, expenses) likely to change in the next 3 years? *
Do you need this investment to pay you a regular income? *
Please complete the fields shown in red.

Knowledge and experience

Your familiarity with investing.

How would you rate your investment knowledge? *
How long have you held investments other than guaranteed deposits? *
Do you understand the relationship between risk and the potential return of an investment? *
Please complete the fields shown in red.

Risk tolerance

How you react to market swings.

Your investment loses 20% of its value in one year. What do you do? *
Which hypothetical portfolio would you choose? (possible results over one year) *
What concerns you most? *
How would those close to you describe you when it comes to risk? *
Please complete the fields shown in red.

Financial capacity

Your capacity to absorb losses.

Your income for the coming years is… *
What share of your income do you save? *
Do you have an emergency fund? *
Your debts (excluding mortgage) represent… *
What share of your total wealth does this investment represent? *
If your investment lost 15% of its value, would it affect your lifestyle? *
What is your age group? *

Detailed financial situation

Regulatory information

Please complete the fields shown in red.

Your profile

Indicative profile based on your answers.

Please complete the fields shown in red.

Signature and submission

Confirm your answers, sign and submit.

Declarations

Signature

Sign here with your finger, stylus or mouse
Please complete the fields shown in red.

Your information is confidential and handled in accordance with Quebec's Law 25. It is used solely to analyze your situation.

Complete investor profile

Why an investor profile?

  • Your advisor must know your situation well before any investment recommendation
  • The profile sets your horizon, goals, knowledge and risk tolerance
  • It guides the choice of segregated funds, GICs and accounts (RRSP, TFSA, FHSA, RRIF)
  • It is updated at every major change in your situation

The main profiles

  • Cautious: capital protection first, small fluctuations
  • Moderate: mostly income, some growth
  • Balanced: shared between income and growth
  • Growth: long-term growth, larger fluctuations
  • Aggressive growth: long horizon, high tolerance for fluctuations

Documents to prepare

  • Your recent investment and registered account statements
  • Your latest notice of assessment
  • Photo ID (verified at the meeting)
  • Details of any expected liquidity needs

Segregated funds are insurance contracts offering guarantees on capital at death and at maturity, depending on the contract. Returns are not guaranteed and values may fluctuate.

Book my complete profile meeting :VideoconferenceIn person in MontréalFor an overall analysis: complete my FNA →

Free guides

Read more before we talk

Plain-language guides, no sign-up, no email required: download and read.

PDFThe non-registered segregated fund contractInvesting your savings with maturity and death benefit guarantees, and passing them on without waiting for the estate.Download the PDF · 8 pages →PDFThe segregated fund RRSPCutting your taxes today, preparing for retirement and protecting your savings with guarantees.Download the PDF · 7 pages →PDFThe segregated fund TFSAGrowing your savings with no tax, even on withdrawal, with guarantees as a bonus.Download the PDF · 7 pages →PDFThe segregated fund RRIFTurning your RRSP into retirement income, with guarantees and a simpler estate.Download the PDF · 7 pages →PDFSegregated fundsDeath and maturity guarantees, beneficiaries and potential creditor protection.Download the PDF · 9 pages →

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