Discover your investor profile

Part 1 : Objectives and Investment Horizon

The simulator consists of 14 questions.

1	Which of the following objectives describes your investment portfolio?

Retirement savings (incl. non-registered, RRSPs, RRIFs, LIFs, LIRAs).

Planning for studies (incl. RESPs and non-registered).

Saving capital for a particular goal (e.g.: emergency fund, purchase of a car, house, etc.).

Withdrawal of funds on a regular basis (non-registered). **
** We recommend Desjardins Vision-Retirement for this objective.

2	When will you begin to use the investments you have accumulated to accomplish these objectives?

In less than 3 years / Already withdrawing.

Between 3 to 5 years.

Between 6 to 9 years.

Ten years or more.

3	When you do start using your investments, over what period of time will you withdraw them?

A lump sum withdrawal.

Fully withdrawn less than 3 years.

Over a period of 3 to 9 years.

Over more than 10 years.

4	Do you expect to have to withdraw a portion of your accumulated investments prematurely?

Yes

No

I don't know

5	Which of the following statements best describes your investment goals?

Protection of your capital and regular investment income.

Regular investment returns and growth of capital.

Long term capital growth.