This chart shows the strongest and weakest annual returns over the last 5 years for 4 different investment portfolios. In which of the 4 would you prefer to invest?     Portfolio A (low return but high degree of security) Portfolio B (medium-low return with minimal risk) Portfolio C (medium-high return with moderate risk) Portfolio D (high return, high risk)

 

If the value of your investments fell over a one-year period, would you have to curb your spending or put a project aside? No Somewhat Yes, definitely

 

How would you react if your account statement indicated that the value of your investments had dropped?   I would immediately sell the investments that are losing money. I would worry; if the investments didn't pick up quickly, I'd opt for other types of investment. I would observe shifts on the market and wait a few months before making a long-term decision. I would have a long-term investment strategy and not be concerned about market fluctuations. I would invest in additional funds.

 

Currently, do you own...   A) ...investment/mutual funds? Yes No B) ...company shares or other stocks? Yes No

 

Which of the 4 following statements best describes your knowledge of investments?   I don't know much about savings and investment products. I have some understanding of the main investment products. I have a solid grasp of return potential and understand the risk level of different types of investment. I understand completely how different investment products work, including stocks and bonds, and I follow the financial markets.

 

What is the total, approximate combined value of your savings and investments with Desjardins and elsewhere?   Less than $10 000 between $10 000 and $24 999 between $25 000 and $49 999 between $50 000 and $99 999 over $100 000

 

This is the end of the questionnaire What would you like to do? Review your questionnaire Find out what your investor profile is