1 Getting To Know You 2 Investment Objectives and Risk Tolerance 3 Investment Knowledge and Experience Email* First Name*Last Name*What is your goal?Start InvestingWealth PreservationWealth GrowthOwn a HomePlan for EducationGet MarriedPlan for RetirementOtherOther GoalWhat is your age?**30 and under31 to 4041 to 5051 to 65Over 65How much do you currently have in financial assets (this includes bank accounts, cash, credit unions, stocks, bonds and other investment securities)?*Less than $1,500,000$1,500,001 to $3,500,000$3,500,001 to $5,500,000$5,500,001 to $7,500,000Over $7,500,000What is your annual household income (before tax)?*Less than $2,000,000$2,000,001 to $4,000,000$4,000,001 to $6,000,000$6,000,000 to $8,000,000Over $8,000,000 What is your primary investment objective?*I mainly want to preserve my initial investmentI want a source of income. I am not particularly concerned about my initial investment growing in valueMy priority is to generate income. However, I would like to see my initial investment grow over timeMy priority is the capital growth of my initial investment. However, I would like to generate some incomeMy focus is on investment growth. I am not interested in generating incomeFor how long do you plan to invest these funds before you begin withdrawing a substantial portion from your portfolio (e.g., a withdrawal of more than half)?*1 to 3 years4 to 5 years6 to 10 years11 to 15 yearsMore than 15 yearsWhich of the following best describes your attitude to financial risk?A very low risk takerA low risk takerAn average risk takerA high risk takerA very high risk takerHow much of a temporary decline in your investment portfolio could you tolerate over a one-year period?0%-5%-10%-15%More than -15% What do you expect the overall average return on your investment portfolio to be over the long term (10+ years), before tax?*0% to 3%4% to 6%7% to 9%10% to 12%More than 12%Which statement best describes your level of investment knowledge about financial markets and products?*Very limited knowledgeBasic knowledge and minimal experienceGood knowledge and some investment experienceStrong knowledge and experienceAdvanced knowledge and extensive experienceWhich of the following statements best describes your current investment portfolio (individual securities and/or pooled funds)?Mainly money market securities (e.g., cash, repo, savings account)Mainly fixed-income securities (e.g., government and/or corporate bonds)Equal amounts of fixed-income and equity (stocks) securities-Mainly local and international blue-chip equitiesMainly aggressive local and international securitiesPhoneThis field is for validation purposes and should be left unchanged.