1. Where would you like your wealth manager to be located?*TorontoMontrealVancouverCalgaryI have no preference2. How would you rate your investment knowledge?*Very limitedSomewhat KnowledgeableVery KnowledgeableInvestment expert3. What financial products have you personally invested in the past?*Select all that apply. Stocks Bonds Mutual Funds Hedge Funds Not applicable 4. What is your residency status?*Canadian resident living in CanadaCanadian resident living abroadNon-Canadian resident living in Canada5. What size of wealth management company do you prefer to deal with?*A small wealth management companyA large wealth management companyNot sure6. If you could only choose one of the following as your primary investment objective, which would you choose?*GrowthIncomeCapital PreservationNot sure7. Please select your age range?*Under 40 years old40 - 49 years old50 - 64 years old65 - 75 years oldAbove 75 years old8. What is the size of your investable wealth?*$100,000 - $500,000$500,000 - $1,000,000$1,000,000 - $5,000,000$5,000,000 +9. Approximately what size account would you consider opening with a wealth manager?*$100,000 - $250,000$250,000 - $500,000$500,000 - $1,000,000$1,000,000 - $2,500,000$2,500,000 - $5,000,000$5,000,000 +10. Your Contact Information:Name* First Last Email* PhoneThis field is for validation purposes and should be left unchanged.