What type of investor are you?

Our portfolio funds are designed to match your investor profile, which is based on a client’s timeline for accessing the funds, investment knowledge, investment objectives, risk capacity (ability to take on risk) and risk attitude (desire to accept risk). These 5 elements combine to create a unique investor profile, which is then used to recommend an appropriate investment option.

Learn about the six investor profiles, and find a Financial Advisor* in your area to determine your own profile.

Safety Investor

Safety Investor

Your primary objective is preservation of capital, and/or you have a relatively short period of time to allow your investments to recover from any negative years.

Very Conservative Investor

Very Conservative Investor

You have a low risk tolerance and want reasonable but relatively stable growth of income and capital. Or you are comfortable with some market fluctuations in the year-to-year value of your portfolio, but have a shorter time period for these investments to grow and want to be sure they are available for your retirement or other purchases.

Conservative Investor

Conservative Investor

You have a low to medium risk tolerance and want reasonable but relatively stable growth of income and capital. Or you are comfortable with modest fluctuations in the year-to-year value of your portfolio and have some time to recover from any market downturns.

Moderate Investor

Moderate Investor

You have medium risk tolerance and can accept moderate fluctuations in the value of your portfolio, in exchange for potentially higher long-term returns.

Aggressive Investor

Aggressive Investor

You are comfortable with a medium to high degree of risk and are able to withstand substantial year-to-year fluctuations in the value of your portfolios, in exchange for potentially higher long-term returns. Or you are a growth-oriented investor that seeks the ‘cushioning’ effects from a mix containing some fixed income securities.

Very Aggressive Investor

Very Aggressive Investor

You are a knowledgeable, growth-oriented investor looking to diversify across management styles. You are comfortable with a high degree of risk and able to withstand substantial year-to-year fluctuations in the value of your portfolio, in exchange for potentially higher long-term returns.

Determine your investor profile

Find a Financial Advisor in your area to determine your investor profile*.

*In the province of Quebec, the authorized representatives are Financial Security Advisors who have been duly certified by the Autorité des marchés financiers.