By using our Risk profiling system, you obtain an accurate assessment of your risk tolerance in terms that are meaningful to you. Your Risk Profile report will guide you and your planner in your financial decision making. In particular, the report provides the basis for your instructions to your planner on the level of risk you would prefer.

In the questionnaire, you are asked about your attitudes, values and experiences. Your answers are scored against our parameter's base and used to produce a detailed report. The questionnaire takes about 15 minutes to complete. Click here