Your Investor Profile

Do you know your investor profile? To find out, just answer a few simple questions below about your goals, your tolerance to risk, your investment horizon and knowledge and your overall financial situation.

Q1 What is your investment time frame?

A Less than 3 years B 3 to 5 years C 5 to 10 years D 10 to 20 years E 20 years or more

Q2 What is your gross annual income (before taxes)?

A $25,000 or less B $25,001 to $50,000 C $50,001 to $75,000 D $75,001 to $100,000 E $100,001 or more

Q3 What is your net worth (assets minus liabilities)?

A $25,000 or less B $25,001 to $50,000 C $50,001 to $100,000 D $100,001 to $200,000 E $200,001 or more

Q4 What is your knowledge of investments?

A No knowledge B Limited: I know the basic characteristics of the different savings and investment products C Good: I know the different types of investments and I understand that stocks are more risky than bonds D Excellent: I follow stock markets and I am very well versed in stocks, mutual funds, segregated funds and bonds

Q5 What is your primary investment goal?

A Security: Protecting my capital is most important to me B Income: I would like to earn income from this investment C Balance: I am looking for an investment that offers a balance of income and growth D Growth: I want my capital to grow E Maximum growth: I want to focus on long-term growth and I am prepared to expose my portfolio to market fluctuations in exchange for higher returns

Q6 How would you describe your tolerance to risk when it comes to investing your money?

A Low: I don’t want my capital to fluctuate with the ups and downs of the financial markets B Low to medium: I would prefer my capital to be stable but I am willing to accept a certain degree of risk in the hope of obtaining better returns in the long term C Medium: To take advantage of the potential for growth that certain products offer, I accept that the value of my investments will fluctuate up or down D Medium to high: I want to maximize my long-term returns and I understand that the amounts I invest may substantially fluctuate up or down E High: To take full advantage of the highest potential returns, I am willing to accept that my investments may suffer significant losses that I may not be able to recover

Q7 If one of your investments dropped by 20% within 6 to 9 months, what would you do?

A I would sell the whole investment to avoid further market fluctuations B I would sell a portion of the investment C I would hold on to the investment and hope market returns go back up D I would invest further in this investment while the value is low

Q8 The chart below shows the projected range for best and worst annual returns for three portfolios, which portfolio would you choose to invest in, considering its potential risks and rewards?

A Portfolio A (-1% to +7%) B Portfolio B (-6% to +15%) C Portfolio C (-12% to +23%)

Provided by Aaron Taylor, Taylor Wealth Designers Ltd. - www.wealthdesigners.ca

This questionnaire is an illustrative starting point only and does not constitute investment advice or a formal Know-Your-Client assessment. Review your results with Aaron Taylor.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

IMPORTANT — PLEASE READ: This report was produced by an automated calculator and may contain calculation errors. All results are hypothetical illustrations based on the inputs and assumptions shown (rates of return, inflation, tax rules, and government benefit amounts), not predictions or guarantees of future outcomes. Past investment performance does not guarantee future results. Tax laws and government programs (including CPP, OAS, and GIS) change over time. This report is for general information only and is not investment, tax, or legal advice. Please review your situation with a qualified professional before making financial decisions.

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