Comments on: The Principle of Asset Allocation Part2 http://www.thefinancialblogger.com/the-principle-of-asset-allocation-part2/ This is where your finance takes place Thu, 20 Nov 2008 18:44:14 +0000 http://wordpress.org/?v=abc By: The Financial Blogger http://www.thefinancialblogger.com/the-principle-of-asset-allocation-part2/#comment-2050 The Financial Blogger Fri, 14 Mar 2008 23:31:41 +0000 http://www.thefinancialblogger.com/the-principle-of-asset-allocation-part2/#comment-2050 Hi Gean, Here are the ones I found: BMO: http://www.bmoinvesting.com/InvestorProfile/ CIBC: http://cibc.com/ca/tools/investment-selector/investmentselector-start.html Scotia Bank: http://scotiabank.com/cda/eventdetail/0,1005,LIDen_SID3043,00.html (under "Tools and Resources" on the right side) National Bank: http://nbc.ca/bnc/cda/feeds5/0,2480,divId-2_langId-1_navCode-14886,00.html (6 questions) I could not find them for TD and RBC... I guess they are hidden ;-) Keep in mind that this is only the starting point. A financial questionnaire without an advisor is like a BMW M3 without a good driver ;-) Hi Gean,

Here are the ones I found:

BMO:
http://www.bmoinvesting.com/InvestorProfile/

CIBC:
http://cibc.com/ca/tools/investment-selector/investmentselector-start.html

Scotia Bank:
http://scotiabank.com/cda/eventdetail/0,1005,LIDen_SID3043,00.html
(under “Tools and Resources” on the right side)

National Bank:
http://nbc.ca/bnc/cda/feeds5/0,2480,divId-2_langId-1_navCode-14886,00.html
(6 questions)

I could not find them for TD and RBC… I guess they are hidden ;-)

Keep in mind that this is only the starting point. A financial questionnaire without an advisor is like a BMW M3 without a good driver ;-)

]]> By: Gean Oliveira http://www.thefinancialblogger.com/the-principle-of-asset-allocation-part2/#comment-2049 Gean Oliveira Fri, 14 Mar 2008 19:06:02 +0000 http://www.thefinancialblogger.com/the-principle-of-asset-allocation-part2/#comment-2049 Hi FB, When you mentioned the online tests to define my investment profile, can you share with us some of those links? Thanks. Hi FB,

When you mentioned the online tests to define my investment profile, can you share with us some of those links?

Thanks.

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