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Simplicity and ease

When it comes to financial planning, we are all about ensuring your right fit - right for your financial goals and for your risk profile. Simply follow the three easy steps below, with your advisor, to help you determine the profile that best suits your financial goals and risk profile. It's that easy.

1.

Complete the specially designed questionnaire - together with your advisor, you'll determine a profile based on your individual needs.


2.

Match to the appropriate Ideal Portfolio - the resulting profile is then matched by your advisor to your right Ideal Portfolio.



3.

Let us do the rest - the professionals at Standard Life Investments Inc. (SLI) build the portfolios, blending the right diversity of asset classes, market caps and geographic regions. The Standard Life Assurance Company of Canada ensures that each portfolio remains on track.




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