conseiller

Michel A. Saleh

Financial security advisor   *
Mutual funds representative   **
514 282-3276 1 866 665-0500, 23276
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What is your investor profile?

The first step to take before offering you any investment advice is to determine your investor profile. The question is not whether a particular investment is good, but rather whether it's right for you! No one should suggest making an investment before determining your investor profile using a recognized professional method.

Your investor profile can be divided into parts that are easier to define separately. Here are the main ones:

  • Your needs
  • Your investment goals
  • Your personal risk tolerance
  • Your investment horizon
  • Your age
  • Your net worth
  • Your income
  • Your tax status

Together, these elements make up your “investor profile,” and La Capitale has developed a process to help determine yours in a systematic and professional manner.

To draw up your investor's profile, make an appointment today!