• QLO Group RRSP Portfolio Selection Questionnaire

    Complete this questionnaire to identify your ideal investment portfolio within the QLO Group RRSP Plan.

  • New QLO Retirement Plan Member

  • Date of Birth*
     - -

  • Portfolio Selection Questionnaire

  • Q1. What is your primary investment goal?*
  • Q2. When do you expect to begin withdrawing from this retirement account?*
  • Q3. How would you rate your investment knowledge?*
  • Q4. How would you react to a temporary market decline?*
  • Q5. What is more important to you?*
  • Q6. How stable is your employment income?*
  • Q7. Which investment choice best matches your preference?*
  • Q8. Which best describes your investment experience?*
  • Q9. What temporary decline could you tolerate without changing investments?*
  • Q10. Which investment experience would you be most comfortable with?*

  • Based on your answers, your suggested Portfolio is:

    QLO MILD 2.0 Portfolio

    Designed for investors seeking growth while reducing market volatility.

    Key Portfolio Facts:

    • Objective: 75% Equity - 25% Bond
    • Risk Classification: 100% Moderate

    The preferred Risk/Reward sections on your Investia client forms will match the investment parameters above for your QLO Retirement Plan

  • Based on your answers, your suggested portfolio is:

    QLO MEDIUM 2.0 Portfolio

    Designed for investors seeking growth with moderate market volatility.

    Key Portfolio Facts:

    • Objective: 80% Equity - 20% Bond
    • Risk Classification: 100% Moderate - High

    The preferred Risk/Reward sections on your Investia client forms will match the investment parameters above for your QLO Retirement Plan

  • Based on your answers, your suggested portfolio is:

    QLO HOT 2.0 Portfolio

    Designed for investors seeking long-term growth while reducing average market volatility.

    Key Portfolio Facts:

    • Objective: 90-95% Equity - 10-15% Bond
    • Risk Classification: 80% Moderate 20% High

    The preferred Risk/Reward sections on your Investia client forms will match the investment parameters above for your QLO Retirement Plan

  • Based on your answers, your suggested portfolio is:

    QLO HOT 2.0 Portfolio

    Designed for investors seeking long-term growth while reducing average market volatility.

    Key Portfolio Facts:

    • Objective: 90-95% Equity - 10-15% Bond
    • Risk Classification: 80% Moderate 20% High

    The preferred Risk/Reward sections on your Investia client forms will match the investment parameters above for your QLO Retirement Plan

  • Final Acknowledgement

  • Should be Empty: