1. Which of the following statements best describes your objective for the money you are investing?

a)   Preservation of Capital
b)   Growth through a balance of capital gains and income
c)   Growth through capital gains and some income
d)   Growth primarily through capital gains

4. Which of the following best describes your level of investment knowledge?

a)   Novice
b)   Some familiarity
c)   Reasonably knowledgeable
d)   Quite knowledgeable
e)   Very knowledgeable

5. Typically, investments which are more volatile (i.e., tend to go up and down in value) will, over the long term, have greater potential for return. With regards to this statement, how much of a drop in value over one year could you tolerate before becoming uncomfortable?

a)   Less than 10%
b)   1% to 3%
c)   3% to 5%
d)   6% to 10%
e)   More than 10%

7. Which of the following best describes your employment circumstances?

a)   Full-time
b)   Self-employed
c)   Part-time
d)   Retired
e)   Other