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Investor Profile
Questionnaire

Investor Profile Questionnaire

First Name*
Last Name*
Address*
City*
Province*
Postal Code*
Phone Number*
Please, re-enter your Phone Number*
E-mail address
Please, re-enter your E-mail address
Preferred way to be reached
Best time to be reached*
Do you current have an investment portfolio?	Yes No
Are you currently managing your own investment portfolio?	Yes No
What is your main investment goal?
Capital preservation — to protect the value of my original investment
Capital growth — to increase the value of my original investment
Income to meet current needs
Income to meet future needs
Which statement best describes your objective in relation to the financial goal you identified in Question #1?
I must meet my financial goal within my specific timeframe.
I hope to meet my financial goal by my target date. However, I do have some flexibility to wait 1 to 2 years longer than my original target date to meet the specific dollar requirement.
My financial goal is something I am working toward but understand I may not achieve. If I have not met my specific target by the original target date, I will not be overly concerned. I will re-evaluate my position and either postpone the realization of that goal to some future time or eliminate it altogether.
Will you want to withdraw 20% or more of your original investment at any time?
Yes, within the next 3 years
Yes, within 3 to 5 years
Yes, within 5 to 10 years
Yes, but more than 10 years from now
Not likely
How would you describe your knowledge about investing?
Little or no knowledge, having been mainly a "save" up until now
Some knowledge and familiarity with some investment terms and options
Good working knowledge of the markets and investment options
In-depth knowledge of investment options and strategies
What types of investments have you purchased over the recent past? Please answer yes or no for each selection.
GICs, Canada or Provincial Savings Bonds	Yes No
Segregated Funds	Yes No
Mutual Funds	Yes No
Bonds (other than Savings Bonds), Stocks	Yes No
Exchange Traded Funds	Yes No
Options	Yes No
Keeping in mind that you are investing for the long term, the value of your investments will fluctuate with changes in the financial markets. If your investment portfolio decreases in value because of unfavorable market conditions, how many years are you willing to wait for your investment to recover its value?
I'd prefer not to experience any significant decrease in the value of my portfolio
I’m willing to wait up to 1 year
1 to 3 years
3 to 5 years
Which statement best describes your concerns about market fluctuations?
I am uncomfortable with any significant fluctuation in my portfolio from year-to-year and I am content for my portfolio to keep pace with inflation.
I am willing to invest a modest amount in stocks (less than 50%) to have my portfolio grow slightly faster than inflation. I understand that the value of my portfolio will fluctuate a small amount.
I am willing to invest moderately in stocks (50%-65%) to have my portfolio grow faster than inflation. I understand that the value of my portfolio will fluctuate somewhat.
I am comfortable investing heavily in stocks (more than 65%) to have my portfolio grow much faster than inflation. I understand that the value of my portfolio may fluctuate significantly.