Calculate your risk profile

Investment risk profiler

Navigating the world of investments is complicated because there are so many variables. Before getting started on building your investment plan, you need to think about these 2 critical considerations:

  • Identify a clear investment time horizon (know when you will need your money).
  • Identify the level of risk you’re willing to take when investing.

Complete the following questionnaire to determine what level of risk you are comfortable with.

Choose your investment approach

1

Built FOR me

I’m NOT comfortable picking my own investments. Choose a mix for me that’s based on my risk tolerance and when I will need my money.

 or

Built BY me

I WANT to pick my own investments. I already know my risk tolerance and have a target date in mind for when I will need my money.

Questionnaire

2

Submit and view my investment profile

3

Your Investment profile: 

Whether you’re a high-risk investor or someone who likes to take a balanced approach, Sun Life Financial will find the right mix of investments that work for you.

Unsure of this profile?

and review the answers you provided.