Meritage Portfolio Tools - Investor Profile Questionnaire

Investor Profile Questionnaire page 1 of 2

For each question, select the answer that best describes your investment preference. Your overall score will coincide with your investor profile.

First name Last name

Excluding my home, this portfolio will represent:
- Less than 25% of my total RSP or investment assets
- 50% of my total RSP or investment assets
- Over 75% of my total RSP or investment assets

I will need access to all or a portion of these assets:
- In less than 5 years
- In 5 to 10 years
- In more than 10 years

My highest level of investment experience is with:
- I have no experience; I have just started to invest
- GICs or Term Deposits (including Canadian Savings Bonds)
- Bonds and/or money market or balanced mutual funds
- Stocks and/or stock mutual funds