Investor Profile

I. Personal & Financial Information

Personal Information

Address: *

Phone Number: *

Email: *

Date of Birth: *

Employer: *

Occupation: *

Type of Business: *

How was your total net worth accumulated? : *

Marital Status: *

Number of Dependents: *

Educational Background : *

if other please specify:

Personal Information for additional beneficial owners

Address:

Phone Number:

Email:

Date of Birth:

Employer:

Occupation:

Type of Business:

How was your total net worth accumulated? :

Marital Status:

Number of Dependents:

Educational Background :

if other please specify:

Your Investment Experience : *

For power of attorney determination indicate who makes the investment decisions in your household?: *

Financial Position

What is your annual household income before tax?: *

What is your annual savings target or a list of annual expenses?: *

Type of Investment Account(s) currently held (RRSP, Cash): *

Other investments (company pension, stock options): *

Are there any restrictions (insider, Director or majority shareholder of public company?): *

Are there any constraints (tax situation): *

Net Liquid Assets?: *

Net Fixed Assets? : *

Investable Assets? : *

Total Net Assets? : *

Personal & Financial Goals

Desired retirement age: *

Desired retirement annual income: *

Major future expenditures (vacation property, child education): *

Future planned gifting of assets (during lifetime or on death): *

When do you expect to start withdrawing money from your portfolio?: *

II. Investment Objectives & Risk Tolerance

How often would you say you worry about the performance of your portfolio?: *

Which of the following statements most accurately describes your investing values?: *

What is the largest temporary decline in your portfolio’s value you could tolerate in a given year?: *

I can tolerate significant fluctuations in the value of my portfolio to achieve long-term gains: *

I would immediately sell an investment that dropped sharply in value in the short term: *

When reviewing your investments, which of the following do you tend to focus on?: *

Of the following four portfolios whose best and worst one-year returns are shown, which portfolio would you choose?: *

Investor Profile

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