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A Three-Step Approach

A Three-Step Approach. Fill out the questionnaire Determine your investor profile Choose your investments. Determine Your Investor Profile*. Identify your risk tolerance. Secure Moderate. Balanced. Growth Energetic Speculative.

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A Three-Step Approach

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  1. A Three-Step Approach • Fill out the questionnaire • Determine your investor profile • Choose your investments

  2. Determine Your Investor Profile* Identify your risk tolerance • Secure • Moderate Balanced Growth Energetic Speculative *Questionnaire available on our Participant Services Web site or in your Enrolment kit

  3. Choose your Investments* Based on your investor profile… or *Refer to the "My Investment Funds" document to know the options applicable to your plan

  4. Select a Lifecycle Path Your investor profile Your age Your path towards retirement Secure Path As you age, the asset allocation of the path becomes progressively more conservative

  5. Build your portfolio(Select your own combination of funds)

  6. Multi-management Funds Multi-management 80/20Fund Multi-management 65/35 Fund Multi-management 50/50 Fund Return Multi-management 35/65 Fund Pre-determined asset allocation Quarterly rebalancing Multi-management 20/80 Fund Risk

  7. Our Fund Managers

  8. Invest for the Long TermLong-term gains offset short-term losses • The impact of a market downturn is temporary if you stay invested! For your retirement, focus on long-term returns

  9. You are now ready to review the fourth Port of call

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