Investor Profile Questionnaire

Section 1 - Investment Objectives
To generate income for todayTo generate income at a later dateTo provide for my dependants (I do not anticipate using these funds)To fund a large purchase in the future
To ensure that my portfolio remains secureTo see my portfolio grow and to avoid fluctuating returnsTo balance growth and security, and to keep pace with inflationTo provide growth potential, and to accept some fluctuations in returnsTo provide the sole objective of potential long-term growth

Section 5 - Portfolio Volatility
Portfolio APortfolio BPortfolio CPortfolio D
Some investors are more willing than others to accept periodic declines in the value of the portfolio as a trade-off for potentially higher long-term returns. Which response best represents your feelings toward the following statement? "I am willing to experience potentially large and frequent declines in the value of my investment if it will increase the likelihood of achieving higher long-term returns."*

Strongly agreeAgreeDisagreeStrongly disagree

As a general rule, you should have an emergency fund to cover at least three months of your basic living expenses. Consider building an emergency fund based on cash or cash equivalents, such as daily interest accounts, short-term guaranteed investment certificates (GICs) or money market funds.

Please note the Investor Profile Questionnaire addresses long-term investment goals and, as such, does not include GICs or money market funds. If you have shorter-term goals (for example, saving for a vacation) as well as planning for the longer term (such as retirement), consider a combination of investment funds and other products.

We will help you create a plan to meet your investment needs.
Asset Allocation Recommendation
Signature

I agree that my investment profile is in line with the one stated above. I understand the risks associated with this investment profile and that these risks can have an impact of the value of my investments. I will notify my advisor of any changes that may impact my investment objective and resulting investment profile.
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Section 1 - Investment Objectives