Risk Assessment Tool

Evaluate your risk tolerance to find the right investment strategy for you. Answer the questions below to get your risk profile.

1. What is your age group?

2. What is your investment horizon (how long do you plan to invest)?

3. What is your primary investment goal?

4. How would you describe your investment knowledge?

5. How much of your income are you willing to invest?

6. How would you react if your investments dropped by 20% in a year?

7. What is your annual income range (CAD)?

8. What is your net worth (CAD)?

9. How important is liquidity (access to your money) to you?

10. Have you invested in volatile assets (e.g., stocks, crypto) before?

11. How comfortable are you with market fluctuations?

12. Do you have an emergency fund (3-6 months of expenses)?

13. How much debt do you currently have?

14. What percentage of your portfolio would you allocate to a single stock?

15. How often do you review your investments?