Step 1 of 14 7% What is your name?Name(Required) First Last How old are you?Age(Required)Please use digits What is your Marital Status?Marital Status Single Married Divorced Widowed Common Law Other What is your primary purpose of investing?Investing Purpose(Required) To earn income To grow your money Do you anticipate taking funds from any of your investment accounts in the near future?Do you anticipate taking funds from any of your investment accounts in the near future?(Required) No Yes If your portfolio were to decrease by 25% due to market conditions, what would you do?If your portfolio were to decrease by 25% due to market conditions, what would you do?(Required) Move all assets to cash Nothing Rebalance Purchase more stock When will you need access to your money invested?When will you need access to your money invested?(Required) Less than a year 1-3 years 4-5 Years 6-9 Years More Than 10 Years Have you set aside savings to cover expected and unexpected potential future events?Have you set aside savings to cover expected and unexpected potential future events?(Required) No Yes How would you describe your level of knowledge when it comes to understanding investments?How would you describe your level of knowledge when it comes to understanding investments?(Required) Limited Fair Good Sophisticated How many dependents do you have (including your spouse)?How many dependents do you have (including your spouse)?(Required) 4+ 4 3 2 1 or less How much of your take-home income goes towards paying off debt other than a home mortgage?How much of your take-home income goes towards paying off debt other than a home mortgage?(Required) More than 50% 26% - 50% 10% - 25% Less than 10% If you could increase your chances of improving your returns by taking more risk, would you...If you could increase your chances of improving your returns by taking more risk, would you..(Required) Be unlikely to take on more risk Be willing to take on a little more risk with some of your money Be willing to take on a little more risk with all of your money Be willing to take on a lot more risk with some of your money Be willing to take on a lot more risk with all of your money What do you primarily hope to accomplish with your wealth?What do you primarily hope to accomplish with your wealth?(Required) Fund my lifestyle in retirement Leave an inheritance to my heirs with purchasing power maintained Increase my purchasing power This field is hidden when viewing the formRisk CalcYour Assumed Investment Portfolio Risk Profile: Low RiskYour Assumed Investment Portfolio Risk Profile: Low - Medium RiskYour Assumed Investment Portfolio Risk Profile: Medium RiskYour Assumed Investment Portfolio Risk Profile: Medium - High RiskYour Assumed Investment Portfolio Risk Profile: High RiskReview this with a financial planner to better understand if your current portfolio is in line with your goals and retirement plans.Name(Required) First Last Email(Required) MessageConsent Subscribe to our newsletterCAPTCHAPhoneThis field is for validation purposes and should be left unchanged.
