1. What is your preferred method of contact (please note that we will respect your answer and only contact you that way until you indicate a change to us)?
 Phone
 Mail
 E-mail

2. Would you like to be contacted to arrange a no-obligation introductory meeting or portfolio review?
 Yes
 No

3. Would you like a package of more detailed information to be sent to you?
 Yes
 No

4. Through which channel(s) do you currently invest? (check all that apply):
 Discount broker
 Full-service broker
 Financial Planner
 Private Banker
 Investment Counselor

5. What kinds of investment products do you currently hold in your portfolio? (check all that apply):
 GICs
 TBills
 Bonds
 Canadian stocks
 Foreign stocks
 Income Trusts
 Commodities
 Mutual Funds
 Pooled Funds

6. If you are currently using the services of a professional advisor, are you satisfied with the level of service and advice you are receiving?
 Yes
 No

7. If you answered no to question number 6, please feel free to expand upon the reasons you are dissatisfied below.

8. If you have any other specific questions, please feel free to write them here.