Investment portfolio composition and risk level Sample Clauses

Investment portfolio composition and risk level. How the purchase or sale of particular securities affects holdings in your overall account(s) in terms of allocation of holdings between debt, equity and other asset classes, and the riskiness of the assets held. Our understanding of your profile is critical. Some of the above factors are relatively easily answered with a “yes” or “no” or a number; however, some are more complex, particularly your risk tolerance. The combination of these factors that make up your profile will help us suggest the allocation of your holdings between, for example:  registered (tax-advantaged) and non-registered accounts;  debt, equity, mutual fund and other instruments;  Canadian and foreign investments;  whether to borrow to invest rather than paying in cash only;  terms of specific instruments; and  the riskiness of both individual securities and the combination of securities in your portfolio. Our Suitability Process: We use a three-step approach to determine if an investment is suitable for you.
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