Tool 03 — Investor Profile

What kind of investor
are you, really?

Seven questions. Two minutes. No contact form, no email harvesting. The result is a profile and a suggested portfolio mix calibrated to how you actually behave under pressure.

Question 01 of 07

Your portfolio drops 25% in three months. What do you do?

Question 02 of 07

When do you need to draw from this money?

Question 03 of 07

Which trade-off is most acceptable to you over a 10-year horizon?

Question 04 of 07

How much of your total assets does this portfolio represent?

Question 05 of 07

Your income stream is best described as:

Question 06 of 07

When you read about a market crash, your first thought is:

Question 07 of 07

Pick the statement that fits you best:

Your Investor Profile

Balanced

— Equity
— Fixed Income
— Alternatives
— Cash
Discuss This Profile

This quiz produces an illustrative profile based on your answers. A real CIRO-registered advisor at Dominion Trust Capital conducts a full Know-Your-Client process — including liquidity needs, tax situation, existing holdings, and regulatory suitability — before recommending an actual allocation.

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