Risk Tolerance Questionnaire

Many people are uncertain about the level of market volatility they can or should tolerate in their investments. The information gathered here will help you and your advisor determine your tolerance or capacity for volatility.

Your advisor can then decide if there's a conflict between the asset allocation you need and the asset allocation you can comfortably accept, given your ability to tolerate investment volatility.

When answering the following questions you should have your specific investment objective in mind, as this will impact things such as your time horizon and the types of securities that are appropriate for this investment.


Questionnaire courtesy of AIM Trimark Investments.

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