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Como Valley Investor Profile and Economic Benchmarking Analysis February 2011 investcomoxvalley.com This document was prepared by: Van Strüth Consulting Group Inc. Vancouver, BC www.vannstruth.com
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How to fill out comox valley investor profile:
01
Start by providing your personal information, including your name, address, contact information, and any relevant background or experience in the field of investing.
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Next, outline your investment goals and objectives. Specify the type of investments you are interested in, such as stocks, bonds, real estate, or mutual funds, and indicate any specific industries or sectors you are interested in exploring.
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Assess your risk tolerance by considering how comfortable you are with potential investment losses. Determine whether you are a conservative, moderate, or aggressive investor, as this will help guide your investment choices.
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Clarify your investment time horizon. Indicate whether you are investing for the short-term, medium-term, or long-term, and specify any financial goals or milestones you are aiming to achieve within a certain timeframe.
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Determine your investment knowledge and experience. Outline any previous investment experience you have, such as managing your own portfolio, or disclose if you are a novice investor seeking guidance.
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Individuals who are interested in investing their money in the comox valley region.
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