Preliminary Questionnaire
First Name *
Last Name *
Nickname
Email *
Spouse Name
Region *
Please select one
Greater Sudbury
Toronto
GTA - West of Toronto
GTA - East of Toronto
GTA - North of Toronto / Barrie
Timmins / Kirkland Lake / North Bay
Ottawa & Area
Thunder Bay
Quebec
Alberta
British Columbia
Other - Specify in "Additional Notes" Below
Job Title *
Job Title - Spouse
Household Income *
<$75,000
$75,000 - $124,999
$150,000 - $199,999
$200,000 - $299,999
$300,000 or Higher
Stage of Life *
Below 40
40 - 55
56 - 64
65 or More
Retirement Timeline Goals *
Retired Now No Other Employment Income
Semi-Retired - Some Employment Income
Stop working within 5 years
Stop working within 5 - 10 years
Stop working in 10+ years
Reduce work volume within 5 years
Reduce work volume within 5 - 10 years
Reduce work volume in 10+ years
Other- Add Note Below
For questions that have more than one response,
hold down the CTRL key as you click each selection.
Problems Seeking Solutions (Highlight All That Apply) *
My future investment returns may not be enough.
I sometimes worry I could outlive my savings.
I can be unsettled by short-term volatility at times.
My taxes remain high even after RRSP contributions.
Am I missing out on more income-splitting options?
Am I missing out on unique high-conviction opportunities?
OTHER as described below.
What else matters to YOU?
Investing Experience (Highlight All That Apply) *
Blue Chip Stocks/Bonds/Mutual Funds / ETFs (Exchange Traded Funds)
Small-Cap Stocks (i.e. Cannabis/Energy/Precious Metals)
Leverage or Margin Accounts
Flow Throughs
Decretionary Portfolio Management
Owns/Owned a Revenue Property
Owns/Owned a Private Business
Private Investments and/or Venture Capital
Employment in Financial Industry or relevant education
A history of Self-Directed Investment Research.
A Role Requiring Deal Evaluation or Risk Management
Corporations Owned (Highlight All That Apply) *
Nil
Investment Holding Company (Hold-co)
Operating Company
Medicine Professional Corporation
Dental Professional Corporation
Net Worth (Total ALL assets less liabilities *
<$400,000
$400,000 - $999,999
$1,000,000 - $4,999,999
>$5,000,000
Total Financial Assets (Exclude Real Estate and Corporations) *
<$50,000
$50,000 - $199,999
$200,000 - $999,999
>$1,000,000
I/we currently investment in: *
Company/Group RRSP
RRSP/LIRA/RRIF
TFSA
RESP
Open/Non-Registered Investments or Employee Stocks
All of the above
None of the above
Additional Notes
Submit