Personality Questionnaire

The Capital International Investment Personality Questionnaire will give you an idea of how you really feel about money, investing, loss and risk.

Why should you take the Investment Personality Questionnaire?

This questionnaire, developed by Harvard professor Richard Geist, will give you insight into your investment personality. Knowing your investment personality and how you will react to the ever-changing financial marketplace can help you avoid mistakes.

What will the questionnaire tell you?

It will tell you about yourself from five different aspects of the investment process:

• Your investment experience and knowledge
• Your self-confidence
• Your ability to cope with stress and use your emotions to your advantage
• Your capacity for assuming risk
• Your preference for solving problems in a group or on your own  

How long will it take?

The questionnaire will take you approximately 15 minutes to complete.

How will you receive your results?

At the conclusion of the questionnaire, please fax to our Group at 905-358-3556.  You may print a fax cover sheet by clicking here.  Upon receipt of the questionnaire, we will generate a report that will tell you how you scored in each of the five areas listed above and the personality traits associated with each of those scores. The report will also tell you about the investing mistakes you might make as a result of your personality traits, as well as how to avoid such mistakes.

How do you get started?

Print the Investment Personality Questionnaire.