Filling out the following forum will provide us with the required information needed to run your current investment portfolio through a Life Boat Drill. This exercise is to provide valuable information about how your current portfolio would have performed during and following the past six market corrections. We will contact you with the results and be able to answer any questions that may arise.

Total amount of investments
How much of your portfolio's market value is invested in cash or equivilant.
How much of your portfolio's market value is invested in Fixed income (Bonds & GIC's).
How much of your portfolio's market value is invested in Equity (Stocks / Companies). Breaking down this information into Canadian, American and International will significantly increase the accuracy of our model.
How much of your portfolio's market value is invested in Alternative Investments ( Hedge Funds, Real Estate, Other)
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