Capital Estate Planning – Investment Personality Questionnaire

Investment Personality Questionnaire

Progress Bar: Step 1

This short questionnaire will help you determine the mix of investment funds that best suit your risk tolerance and retirement and savings goals.

Explore your investment personality by answering following 16 questions. At the end, we'll display your results along with some advice on where you should put your hard-earned money.

1. What is your primary reason for investing? Please select the most appropriate one.

Vacation/new car Retirement savings/income
Down payment for a house To leave an estate for my family
My children's education

2. People have varying levels of experience when it comes to investing. Please indicate which one of these statements best describes your current situation.

I have no experience in investing in anything other than term deposits or GICs.
I understand basic investment principles but don't know how to translate this into a suitable investment strategy.
I have invested a little money in investment funds or other securities.
I invest my long-term savings primarily in investment funds.
I follow the markets closely and actively manage my investment portfolio.

3. In approximately how many years will you retire from work?

4. What percentage of the investments in this plan do you expect to spend within the next five years?

Less than 30% 31% to 50%
51% to 70% More than 70%