Investment Planning Strategy

Assess your risk profile, visualize your portfolio, and plan next steps — in minutes.

Move each slider from 1 (Strongly Disagree) to 5 (Strongly Agree).

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Your profile will appear here

Enter approximate amounts. The chart updates automatically.

Cash & Savings (CAD) Fixed Income (GICs, Bonds) Mutual Funds / ETFs Stocks / Equities Real Estate Other

Total: $0

Tap the option that best matches your current practice.

Do you contribute regularly (monthly/annually)?

Are your investments tax-efficient (TFSA, RRSP)?

Do you rebalance your portfolio annually?

Is your strategy aligned with your goals & timeline?

Do you have a retirement income drawdown plan?

Summary: Waiting for your selections…

Investment Goals Checklist

Retirement (CAD) Timeline (years) Priority (1-5)

Tax-Efficient Account Checklist

Protection & Contingency

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This tool is a general guide. For a personalized review, book a consultation at gmfsi.ca/contact-us.

Investment oct 20