What is your Wealth Personality™ profile?

  • This is just a short version of the full assessment and you will get your results in seconds.
  • It uncovers how you make financial decisions.
  • It does not provide investing or risk tolerance advice.
  • The statements may be very different from what you'd expect from your bank - just go with it and follow your intuition!

Instructions:

  • Be quick & follow your instincts. Don't overthink or spend more than 5 seconds on each.
  • Be honest: answer each question as you are & not how you wish to be.

This assessment is anonymous. No personal information will be requested, collected, processed, used, or stored as a result of completing this assessment.

Be quick and honest – take just 5 seconds!

1 of 8

I like order

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2 of 8

I get upset easily

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3 of 8

I often forget to put things back in their proper place

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4 of 8

I am relaxed most of the time

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5 of 8

I get chores done right away

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6 of 8

I have frequent mood swings

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7 of 8

I make a mess of things

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8 of 8

I seldom feel sad

A preview of your results


These results below are only a sample of what you would receive when you conduct the complete Wealth Personality™ assessment with a TD Wealth advisor.

Your Wealth Personality™ profile

2 of your 5 unique personality dimensions that may impact how you make financial and investing decisions.

  • This may be you...
  • Consider...

  • This may be you...
  • Consider...

Your financial and investing blind spots

Just like driving a car, we all have blind spots. Here may be two of yours.

Interested in learning more?
Take the full assessment with an advisor today.

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