Investor Survey

Investing

Contact Information

All items in red are required fields.

First Name:
Last Name:
Phone NO:
E-Mail:

How did you hear about us?

Tell Us About Yourself

Age: 20-30 31-45 46-65 65+

What is your profession?

Number of Years Investing

0-5 6-10 10-25 >25

Investing Style

Very conservative (defined as mainly an investor in GICs, CDs, T-Bills) Conservative (defined as an investor with a substantial mix of bonds, equities, mutual funds) Aggressive (defined as an investor with a portfolio largely composed of equities and mutual funds) Very Aggressive (defined as an investor with a multi-faceted portfolio, including large, mid, and small-capitalization companies, penny stocks, use of derivatives, etc.)

Investment Horizon

0-5 years 6-10 years >10 years

What type of investment funds are you working with?

Cash Personal Line of Credit (PLC) Registered retirement savings (RRSP) Other[If Other Please Specify]

When will your funds be available?

What is the amount of investment funds you are currently looking to invest?

Do you currently own real estate?

Yes No

[If yes, please select all of the following that you own:]

Primary Residence Secondary or Holiday Residence Income-producing properties Time Share

What is the best time to contact you?

Morning Afternoon Evening

What is the best way to contact you?

Phone Email Other[If Other Please Specify]