![](/-/media/HubFin/pictures/mother-and-daughter-looking-at-ipad.png?h=708&w=581&la=en-CA&hash=46F339843D33FF1057616823DBDEC958)
Investor Profile Questionnaire
![](/-/media/HubFin/pictures/mother-and-daughter-looking-at-ipad.png?h=708&w=581&la=en-CA&hash=46F339843D33FF1057616823DBDEC958)
This questionnaire is used to determine a client’s investor profile based on their goals, expectations, financial circumstances, and willingness or ability to withstand volatility. This is the perfect tool to use when opening a new account or reviewing an existing account to see where improvements can be made.