What's Your Investment Risk Level in Canada?

Discover if you're making costly investment mistakes without realizing it. In just 4 quick questions, we'll assess your investment approach, planning discipline, and risk awareness. Get a personalized evaluation and find out exactly what you need to do next to protect and grow your wealth.

When the stock market drops significantly, what do you typically do?

I panic and sell to avoid further losses. I feel anxious but wait to see what happens next. I review my plan and stay calm if it aligns with my timeline. I follow my written investment policy and rebalance if needed.

How is your investment portfolio structured?

I haven't really thought about it. My money is scattered in a few places. Most of my investments are in one or two stocks or sectors I like. I have a mix of stocks and bonds, but I'm not sure if it's optimal. I'm diversified across multiple asset classes with a clear target allocation.

Do you know exactly how much you're paying in investment fees?

No idea. I've never really looked into it. I have a rough idea, but I haven't calculated the total impact. I know my main fees, but there might be hidden costs I'm missing. I track all fees carefully and understand their long-term impact on my returns.

Do you have a written investment plan with clear goals and timeline?

No, I invest based on what feels right or what others recommend. I have general goals in mind, but nothing written down. I have some written notes about my goals, but it's not comprehensive. I have a detailed written policy statement with goals, timeline, and rebalancing schedule.

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