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1. The statement that most clearly defines my investment objective(s) is:
I want to ensure my capital is safe and I do not need income at this time.
I require a steady stream of income from my investments.
I have some need of income, but am also interested in capital growth.
I would like long-term growth and am less concerned about income at this time.
I am only interested in growth over the long run.
2. I plan to start withdrawing money from my investment in:
Less that 2 years (short-term).
2 - 5 years (mid-term).
6 - 10 years (mid to long-term).
Over 10 years (long-term).
3. My current investments are best described as follows:
Mostly stock or stock mutual funds.
Mostly bonds, strips or fixed income mutual funds.
A mix of money market, bond, and stock investments and/or mutual funds.
Mostly T-bills, GICs or Term Deposits.
I have little or no investment experience
4. Assume that you have $10,000 to invest for a four-year period. You are considering four investments. Each will have a different range of potential end values. Knowing that investments with higher posible returns typically involve greater risk, which invesment would you be most likely to choose?
5. I respond to fluctuations in my investments in the following manner:
I sell quickly any time my investment loses value or money.
Day to day market movements make me uncomfortable. If an invesment loses value over a 3 to 6-month period, I am likely to sell it and look for a better alternative.
I realize that markets may rise and fall randomly, I usually watch my investment for at least a year before making changes.
I believe that a long-term investment strategy will maximize potential returns. Even if poor market conditions result in sizeable losses in a given year, I tend to stay invested.
6. The current value of my RRSP and non-RRSP investment portfolio, including investments help at other institutions (e.g., mutual funds, stocks, bonds, GIC's money market investments, saving/chequing accounts), but excluding real estate is:
Under $25,000
$25,000 to $49,999
$50,000 to $99,999
$100,000 to $250,000
Over $250,000
7. My current age is:
Under 30 years
30 to 45 years
46 to 55 years
56 to 65 years
Over 65 years
8. My annual personal income is in the following range:
Under $25,000
$25,000 to $49,999
$50,000 to $74,999
$75,000 to $125,000
Over $125,000
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