Your Personality Affects Investment Decisions: Take the Quiz

Personality plays a role in how people invest.

The British Columbia Securities Commission’s Smarter Investor Personality Quiz helps investors understand how their investing personality can help them to better interact with their advisor and stay on top of portfolio performance.

The quiz is based on BCSC research on how personality affects Canadians’ investment decisions.

Take the Smarter Investor Personality Quiz

The Research Behind the Quiz

The BC Securities Commission conducted the National Smarter Investor Study to assess what Canadians know, feel, and do when it comes to investing. The study revealed five personality types based on the Big 5 personality traits—extroversion, agreeableness, emotional stability, conscientiousness, and openness to experience.

The study asked Canadians about their investment goals and the products in their portfolios. It also looked at how investors’ knowledge, attitudes, and behaviours differ when they work with an advisor and when they do not. These insights were combined with personality findings to show how five personality types approach investing and working with an investment advisor.

Download the National Smarter Investor Study report

Investor Personality Types in the Quiz

Investors will get one of five possible personality types as their result. Each description comes with information to help investors see how they can be more mindful when investing. After finding out their personality type, quiz takers can access investing resources suited to their result.


Confident investors are most likely to work with an investment advisor, conduct a background check, and ask their advisor how they are compensated.


Diligent personality types are likely to work with an investment advisor, but tend not to ask how their advisor is compensated. Not surprisingly, diligent investors are most likely to read their investment statements.


Impulsive investors are somewhat likely to work with an investment advisor. Of the five types in the quiz, they are least likely to ask questions about advisor compensation or read investment statements all the way through.


Reserved personalities are among the most likely to read their investment statements, but are less likely to work with an investment advisor. This group is also the least likely of all personality types to run a background check on an advisor.


People with tumultuous personalities are the least likely to invest, least likely to work with an investment advisor, and least likely to have a financial plan. They also tend not to recognize the warning signs of investment fraud and are most likely to report that they’ve invested in a fraudulent investment.

Take the Smarter Investor Personality Quiz

If you have any concerns about a person or company offering an investment opportunity, please contact BCSC Inquiries at 604-899-6854 or 1-800-373-6393 or through e-mail at [email protected]. You can also file a complaint or submit a tip anonymously using the BCSC’s online complaint form. is the British Columbia Securities Commission’s investor education website.

Suggested Reading

In Your Community - September 2013

What should I do with my RRSP contribution?

Take the Fraud Challenge on our updated mobile app

More Resources

Burnaby library presentation Pt. 2: questions and answers

Recently, my colleague and I had the pleasure of presenting an InvestRight seminar to a group at the Metrotown branch of Burnaby library. The reception the presentation received was great, and we had a quite a few questions during and after the seminar. Last week, we provided answers to half of the questions we received. […]

BC churches: target for investment fraud

  BCSC is stepping up its campaign to stop affinity fraud in the BC church community. Valley Chaplain Consultants (nicknamed God’s Fraud Squad) is organizing presentations in churches across BC entitled “Telling the Truth…Exposing Affinity Fraud.” The first two are in the Fraser Valley: Thursday, June 10, St Luke’s Catholic Church, 20285 Dewdney Trunk Road, […]