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Financial analysis

Investor profile assessment

Fifteen 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
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? *
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? *
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? *
What is your age group? *
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.