The questions you answer during sign-up are an important part of the process. Your responses provide the required Know Your Client (KYC) information, which helps your portfolio manager understand your financial situation, risk tolerance, and investment goals.
Based on this information, your portfolio manager recommends an investment portfolio that is tailored to your individual needs and long-term objectives.
Because your investment account is fully managed by a registered Canadian portfolio manager, no prior investment knowledge is required to use the IntelligentInvesting app.