105 - 125: Moderate Investor

  • Overview of pie chart for Moderate investor: 55% Fixed income, 35% Canadian equity, 10% Foreign equityYou have a low to moderate risk tolerance and want reasonable, but relatively stable income and capital growth, and/or
  • You are comfortable with modest fluctuations in the year-to-year value of your portfolio and have some time to recover from any market downturns.

Moderate Heritage Portfolio