Matco Portfolio Profiler Form
To view your results, please fill out the form below — once submitted you will instantly be shown your recommended portfolio strategy and a Matco Investment Counsellor/ Portfolio Manager will contact you through your email.
Find the strategy that's right for you.
Our Portfolio Profiler will help determine the best asset mix for your investment needs.
What is your annual income?
What are your current savings or investments?
When do you expect to start drawing cash from this investment (ie, stop saving and start spending)?
If you made an investment of $250,000, which scenario would you be most comfortable with?
Are you comfortable with a short term loss?
How long are you willing to wait to recover any losses?
What is your investment objective?
This profiler is intended as a guide only, and is not to be construed as investment advice. Please consult a Matco Investment Counsellor for formal review.