Investor Knowledge

Test your investment knowledge. Your answers help your advisor understand your familiarity with mutual fund investing.

Name (required)

Advisor (required)

Secura Office Location (required)
KingstonBelleville

How long have you been investing in mutual funds? (required)
Less than one yearOne to three yearsFour to 10 yearsGreater than 10 years

What are capital gains? (required)
The total amount your investment has grownThe profit realized from the sale of registered assetsThe profit realized from the sale of non-registered assetsUnsure

Which of the following funds is typically considered as having the highest risk rating? (required)
International Equity FundCanadian Dividend FundPrecious Metals FundUnsure

In periods of rising interest rates, what typically happens to the price of bond funds? (required)
Bond prices go upBond prices go downInterest rates do not impact bond pricesUnsure

What is a Management Expense Ratio (MER)? (required)
The fees charged by the mutual fund to pay the expenses of the fundThe fees charged by your investment representative to cover their costsThe fees charged by IPC Wealth for administering your accountUnsure

What is the primary purpose of diversification? (required)
To increase the potential for a higher rate of returnTo reduce the amount of risk the portfolio is exposed toTo benefit from the experience of multiple fund managersUnsure

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613-548-1884

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info@securafinancial.com

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Kingston Location

1375 Gardiners Road Suite 100
Kingston, ON K7P 0L8

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Belleville Location

365 N Front St
Suite 204
Belleville, ON K8P 5A5

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Insurance products, including segregated fund policies, are offered through Secura Financial Group Inc., and Financial Advisors Jeff Hancock, Patrick Murphy, Andrew Gibson, Shelley MacIntyre, Kevin Rebelo, Chas Murphy, Brock Higgs, Jeff Kaufmann, Stacey Dustin, Tonia Donaldson, and Melissa Johnson offer mutual funds through IPC Wealth Inc. IPC Wealth Inc. is a member of CIRO and the Canadian Investor Protection Fund. IPC Wealth and design are trademarks of Investment Planning Counsel Inc. and used under license by IPC Wealth Inc.

For the IPC Wealth privacy policy, click here.

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.