How old are you?

Select Under 30 30-45 46-55 56-65 Over 65

When will you need your money?

Select Less than 2 years 2 to 5 years 6 to 10 years 10 to 15 years Over 15 years

What is your current family income?

Select Under $50,000 $50,001 to $75,000 $75,001 to $100,000 $100,001 to $200,000 Over $200,000

What is your current net worth?

Select Under $100,000 $100,001 to $250,000 $250,001 to $500,000 $500,001 to $1,000,000 Over $1,000,000

If the value of your investments goes down, you change your strategy.

Select Strongly agree Agree More or less agree Disagree Strongly disagree

You prefer keeping your investments safe and intact instead of staying ahead of inflation.

Select Strongly agree Agree More or less agree Disagree Strongly disagree

Which $10,000 investment would you choose given the range of returns after 1 year?

Select 2% to 5% gain 5% loss to 10% gain 15% loss to 20% gain 20% loss to 30% gain 25% loss to 30% gain

The ups and downs of the market keep you up at night.

Select Strongly agree Agree More or less agree Disagree Strongly disagree

You think GICs and Term Deposits are the best long term investments.

Select Strongly agree Agree More or less agree Disagree Strongly disagree

You manage your finances and investments using a clear financial plan with well-defined goals.

Select Strongly agree Agree More or less agree Disagree Strongly disagree

To see your profile, answer all of the questions above and then click Show Profile.

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