My Investor Profile My Investor Profile Step 1 of 4 25% Do you understand the difference among the following investment types: GICs, bonds, equities and mutual funds?* Not really, I am just starting to become familiar with investments. A little bit, I know that some investments are riskier than others. Yes I do, I understand the risk and return levels involved with these types of investments, as well as their fluctuations in value over time. What types of investment products have you purchased in the past?* Very few investments, mostly GICs, Treasury bonds and other guaranteed investments. Various kinds of investments, mostly bonds and balanced funds. More volatile investments, mostly equities. Have you experienced downward fluctuations in the past?* Yes, and I was not comfortable with them / No, I have never experienced downward fluctuations. Yes, moderate fluctuations, and I was comfortable with them. Yes, significant fluctuations, and I was comfortable with them. When you think of “risk” in your investment portfolio, what word comes to mind?* Loss Uncertainty Opportunity How concerned are you about the fluctuation of your investments?* Very concerned Somewhat concerned Not at all Below are three investments and their associated potential returns. Which one do you prefer?* Investment A Investment B Investment C Knowing that riskier investment can earn a higher rate of return in the long term but also imply higher volatility, what short-term drop would you be prepared to tolerate?* Less than 5% Between 5% and 15% More than 15% North American equity markets recorded a drop of more than 30% over a 3-month period in 2008. If you held an investment which dropped by 30% in 3 months, what would you do?* I would sell the remaining balance of this investment to avoid further losses. I would keep this investment to hopefully get higher returns in the future. I would buy more of this investment when prices are lower. This field is hidden when viewing the formResult*Your investor profile is Conservative or Moderate BFG Investments Year 1 Year 3 Year 5 Year 7 BFG - Conservative 6.7% 5.5% 6.6% - Click to Apply Industry Average 1.3% 1.03% 2.09% - BFG - Moderate 8.3% 6.2% 8.4% - Click to Apply Industry Average 2.2% .88% 2.65% - Your investor profile is Moderate or Balanced BFG - Moderate 8.3% 6.2% 8.4% - Click to Apply Industry Average 2.2% .88% 2.65% - BFG - Balanced 8.6% 7.5% 10.7% - Click to Apply Industry Average .21% .83% 2.85% - BFG - Bal. Growth 7.5% 8.8% 12.8% - Click to Apply Industry Average 2.37% 1.61% 4.01% - BFG - Growth 9.3% 11.1% 16% 14.2% Click to Apply Industry Average 2.87% 1.51% 3.5% 3.84% Your investor profile is Balanced Growth or Growth BFG - Bal. Growth 7.5% 8.8% 12.8% - Click to Apply Industry Average 2.37% 1.61% 4.01% - BFG - Growth 9.3% 11.1% 16% 14.2% Click to Apply Industry Average 2.87% 1.51% 3.5% 3.84% Name First Last Phone*Email* Best time for us to call you*Amount available for investment*
