ID-100214085

How To Build An Investment Portfolio That Aligns With Your Goals?

ID-100214085We’ve been talking about the importance to build a diversified portfolio for quite some time, but how do you determine what kind of investments should be included? and what’s the weighting of each asset class?

To find out, there are many factors needed to be considered. For example, your investment duration, risk tolerance, the stability of your income, your expected average annual return.

When designing an investment portfolio for your RRSP, RESP, RDSP, or TFSA, below is a set of questionnaires that may be used as a guideline.

http://samuelconsultant.com/investment-questionnaires/

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