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Keyword: Risk profile

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Court finds an investor's portfolio was too heavily concentrated in preferred shares, but that its low-risk strategy was appropriate

woman with laptop

Self-reported risk tolerance has risen, according to a national poll

  • By: IE Staff
  • October 28, 2020 October 28, 2020
  • 14:31
Businesswoman umbrella orange arrow insurance

Sometimes it’s suitable for your clients’ investments to be less risky than their maximum risk tolerance

Businessman with yellow insurance umbrella looking over city

New Sustainalytics report highlights key ESG risks and rating downgrades

  • By: IE Staff
  • July 17, 2020 July 17, 2020
  • 14:37
a serious business man thinking about serious problems

Performing the know-your-client process during a pandemic has both pros and cons


Wealth preservation is key — and so are returns

CIFPs 2017: Advisors lack framework for risk tolerance assessment

Shawn Brayman, president & CEO, PlanPlus Inc., highlights the lack of consistent standards regarding how advisors assess a client’s risk tolerance, and explains why the profession needs to define common guidelines.

Three common client-survey mistakes

The tool assesses investors’ risk tolerance by asking them 15 questions that account for psychological and behavioural finance factors

Risks faced by retired clients

A new report on a roundtable discussion notes participants in the session agreed regulators should establish minimum standards for risk assessments

IAP roundtable to discuss risk profiling and retail advice

PlanPlus’s Shawn Brayman honoured for research into risk profiling, and its role in the advice process in Canada