Investor Profile - National Bank of Canada

Guidelines and Advice

What Type of Investor Am I?

Conservative Profile

Moderate Profile

Balanced Profile

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What Type of Investor Am I?

Step 1 of 2: Determine your investor profile

Answer these 6 questions, designed by a team of financial experts.

Step 2 of 2: Invest according to your profile

Secure Focused on capital security Seeking regular and stable income
Conservative Seeking steady income Aiming for moderate long-term capital growth
Moderate Seeking steady returns, current income and moderate capital growth
Balanced Seeking long-term growth potential with moderate risk
Growth Seeking significant long-term growth of invested capital Aiming for high potential returns Willing to tolerate fluctuations in portfolio value
Equity Seeking strong growth of invested capital Aiming for maximum long-term growth potential Willing to tolerate significant short-term fluctuations in portfolio value


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