Financial Risk Analysis - Langlois Financial Services Inc.

` Financial Risk Analysis - Langlois Financial Services Inc.

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Client Name(s)
Telephone
E-mail Address
Financial Position
1) What is your current Net Worth?
0-$50K$50K-$100K$100K-$250K$250K-$500K$500K+
2) What is your annual income excluding investment income?
0-$25K$25K-$50K$50K-$75K$75K-$100K$100K+
Investor Style
1) If the media were to suggest a decline in the stock market was imminent, would you move all your investments to cash?
DefinitelyProbablyMaybeProbably notNo
2) If one of your investments earned 20% or more within a 12 month period or less, would you sell it to lock in the gain?
DefinitelyProbablyMaybeProbably notNo
3) In a typical year, what percentage of your portfolio would you routinely reposition?
80% to 100%60% to 80%40% to 60%20% to 40%20% or less
4) Do you choose investments that are highly rated based on recent performance?
DefinitelyTo some extentNot a key factor
Attitudes
1) How would you describe your level of investment knowledge?
ExtensiveGoodFairLimitedNil
2) Do you read the financial papers and make investment decisions on the basis of a variety of economic indicators?
DefinitelyTo some extentNot at all
3) Certain types of investment fluctuate in value. To achieve potentially higher returns, what level of fluctuation are you willing to accept?
DramaticModerateNo losses at all
4) What is the worst 1 year return you would tolerate?
0%-5%1%-5% loss5%-10% loss10%-20% loss> 20% loss
5) What is the worst 1 year return you ever experienced?
0%-5%1%-5% loss5%-10% loss10%-20% loss> 20% loss
6) How frequently do you review the performance of your investments?
MonthlyQuarterlyAnnuallyOccasionallyRarely
7) What percentage of your portfolio must not be subject to any negative fluctuations?
Non-registered 80% to 100%60% to 80%40% to 60%20% to 40%20% or less
Registered 80% to 100%60% to 80%40% to 60%20% to 40%20% or less
8) What percentage of your portfolio do you need access to for emergencies or opportunities?
Non-registered 80% to 100%60% to 80%40% to 60%20% to 40%20% or less
Registered 80% to 100%60% to 80%40% to 60%20% to 40%20% or less
Time Horizon
1) What percentage of your investment portfolio will be needed to fund anticipated expenses, major purchases, or other needs over the next 5 years?
Non-registered 80% to 100%60% to 80%40% to 60%20% to 40%20% or less
Registered 80% to 100%60% to 80%40% to 60%20% to 40%20% or less
2) If you were to experience a sudden reduction in income, would you liquidate investments before reducing your standard of living?
Non-registered DefinitelyProbablyMaybeProbably notNo
Registered DefinitelyProbablyMaybeProbably notNo
Goals
1) How many years do you expect it to be before these investments will be required to produce income?
Non-registered Required Now1-5 years5-10 years10-20 years>20 years
Registered Required Now1-5 years5-10 years10-20 years>20 years
2) What percentage of your total retirement income do you anticipate will come from investments?
Non-registered 80% to 100%60% to 80%40% to 60%20% to 40%20% or less
Registered 80% to 100%60% to 80%40% to 60%20% to 40%20% or less

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