Personal Financial Risk Tolerance Profile
The very process of completing the risk tolerance questionnaire and reading the risk profile report adds to clients understanding of themselves … and of risk and risk tolerance issues. Investors find the experience both interesting and informative.
You learn how risk tolerant you are compared to others and also where you might differ from those with similar overall risk tolerance. This knowledge gives you a more accurate perspective of yourself in any financial context.
Sometimes there is a risk tolerance mismatch within couples. When each partner completes their own profile the magnitude of the overall difference is quantified and the specific points of difference are highlighted. Couples know one another better and are more able to manage any risk tolerance mismatch because it is better understood.
The Client Risk Profile provides unique illustrations of historical portfolio performance compared with investor's expectations for varying levels of risk. Clients will have a more informed understanding of risk and return particularly patterns of downside volatility. Clients can be confident that their adviser has an accurate, in-depth understanding of their risk tolerance based on a robust assessment process that has scientific endorsement and is fully transparent.
Gap analysis, the identification of any mismatch between risk tolerance and the risk required to achieve goals, can be done objectively and transparently, leading to a clearer understanding of the elements in any trade-off decision required of the investor.
The questionnaire takes approximately 20 to 30 minutes to complete. Simply print off the Client Risk Profile Questionnaire and once complete you can either email or mail the questionnaire to our office.
Your Personal Financial Risk Profile report is generated based on discussions with you as well as the questionnaire. All information is strictly confidential.
Please Click here to complete the questionnaire.
Contact information:
Randy Perram
RBC Dominion Securities
10235 - 101 Street, Suite2400
Edmonton, Alberta T5J 2K8
randy.perram@rbc.com
