Overview of your profile
Establish your investor profile with me and learn how to maximize your investments. Get valuable advice tailored to your reality.
![INVESTMENTS INVESTMENTS](https://votre-conseiller.com/wp-content/uploads/2018/05/gfh-investissement-objectif-icon-125x125.png)
Investment objective
Your investments will be made based on your objectives and your criteria (current financial situation, age, etc.).
![INVESTMENTS INVESTMENTS](https://votre-conseiller.com/wp-content/uploads/2018/05/gfh-investissement-duree-icon-125x125.png)
Investment duration
A well-defined investment horizon guides your investments in a significant way, as does the duration, which also affects performance.
![INVESTMENTS INVESTMENTS](https://votre-conseiller.com/wp-content/uploads/2018/05/gfh-investissement-risque-icon-125x125.png)
Risk tolerance
Do you need stability or are you a self-described risk-tolerant investor? Establishing this parameter will enable you invest in your best interests.
![gfh-votre-profil-investissement-570xx570 gfh-votre-profil-investissement-570xx570](https://groupepeakservicesfinanciers.com/wp-content/uploads/2018/06/gfh-votre-profil-investissement-570xx570.jpg)
Several investment options depending on your profile
Savings
Save for a vacation or project or put money aside in case of an emergency or unforeseen event. Unlock your savings’ full potential.
- Goal: Emergency fund, projects, money set aside, etc.
- Duration: Short term
- Risk tolerance: Low
Investment
By establishing your investor profile, we can determine the type of investment that best suits you. Achieve returns based on your criteria.
- Goal: Invest to grow your money based on your investor profile
- Duration: Medium/long term
- Risk tolerance: Low to high
Retirement
With the help of your advisor, plan your retirement based on your goals and find out how much money you need to set aside.
- Goal: Having enough money to enjoy a well-deserved retirement
- Duration: Variable (depending on the time available to accrue money)
- Risk tolerance: Low/moderate
Education
Save in an education fund so your children can experience a rewarding academic journey! RESPs also offer government subsidies.
- Goal: Holding a suitable education fund
- Duration: From birth to 18
- Risk tolerance: Low to average