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- Excellent for RRSP portfolios
- Objective – Based on performance statistics
- Comprehensive – Includes over 15,000 mutual funds
- Independent – For the benefit of investors
- Informative - Access to comparable investments with top performing track records
Learn the facts about risk tolerance
Have your risk tolerance scientifically tested today
We will analyze your mutual funds and compare each to its benchmark and present it in an easy to understand format.
We will also compare your investments to other top performing funds in the same sector or market. The analysis may also include a combined funds analysis to give you perspective on the ranking of your entire portfolio.
In order to complete this analysis we need to get a list of the names and codes of your mutual funds. We do not require any personal information.
If you would also like to have your risk tolerance scientifically tested and your total portfolio analyzed we will also require your age(s) and the amount invested in each mutual fund.
You will have a dedicated advisor assigned to you for your assistance. We recommend that you submit your telephone number so that your advisor can contact you to answer your questions and get started on your analysis right away.
