As an investor, you're unique. Your financial goals, current financial situation, and investment experiences and attitudes all contribute to your individual Investor Profile.

To help us better serve you and to allow us to establish your individual investor profile we have prepared an investment risk profile questionnaire. Your answers to this questionnaire will enable us to understand your personal investment preferences and circumstances in order to recommend a investment portfolio most suitable to your needs.

Complete and submit the risk profile questionnaire online or contact our office at 416.498-6181 or 905.413.7700. You can also email a request to us at info@pbfinancial.com.