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Discover your investor profile

Part 1: Objectives and investment horizon

Total questions: 14 or 15, depending on your answers.

1 Which of the following objectives describes your investment portfolio?

Plan for retirement

Which phase of retirement planning best describes your current situation? I am already retired I am planning to retire within 5 years I am planning to retire in more than 5 years

Plan for studies (including RESPs and non-registered savings)

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