Risk/Return

You can alter any of your Risk/Return assumptions through the use of the Risk/Return tab. The data entered here will apply to all new client files.

The Risk/Return tab displays 5 to 7 risk profiles and their associated Rate and Tax Efficiency values. These values cannot be changed and are predefined based on the individual risk profile.

Risk Profile

At the bottom of the Risk/Return tab, select a default risk profile to use for pre and post-retirement investments. Separate risk profiles can be selected for both Registered and Non-Registered/TFSA investments. Once a risk profile has been selected, the default Rate and Tax Efficiency values will be applied to all new client files. These values can then be modified on a file-by-file basis. Click to accept the changes.

*Updated Risk/Return values will not apply to any existing client files.