Constructing an appropriately diversified investment portfolio, consistent with your financial situation, risk tolerance and objectives is crucial to your financial well-being. This is a process designed to help you choose the most appropriate investment portfolio for your needs.
A key step in the process is completion of this Investment Strategy Questionnaire. The answers to these questions will be used in conjunction with a thorough analysis of your needs to create your personal investment plan. Your advisor is available should you require assistance with completion of this questionnaire.
Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.
HollisWealth®, a division of Industrial Alliance Securities Inc.