What is your age range?

  Over 65 years

  56 to 65 years

  46 to 55 years

  30 to 45 years

  Under 30 years

How would you describe your investment knowledge?

  Novice - I'm new to investing

  Fair - I've invested in things like GICs, but I haven't looked into other kinds of investments

  Good - I've invested in some mutual funds and know the difference between a stock and a bond

  Very Good - I've invested in different kinds of investments and understand how the markets work

  Sophisticated - I am very knowledgeable about the markets and different kinds of investments

How secure are your sources of income?
The more secure your income is, the less likely you'll need to withdraw from your investment earlier than planned.

  Very unstable

  Fairly unstable

  Stable

  Fairly stable

  Very stable

Which statement best describes what you want from your investment?

  Regular income

  Mostly income with some growth

  Mostly growth with some income

  Growth over the long-term

When will you need this money?

  Less than 3 years

  3 to 5 years

  6 to 10 years

  11 to 15 years

  More than 15 years

How would you react if the value of your portfolio suddenly dropped by 20%?

  Sell it all

  Switch to more conservative investments

  Wait for at least 3 months and then re-evaluate

  Make a small additional investment

  Make a significant additional investment

Which of the following statements best describes the trade-off you would be most willing to make with your investment?

  Low - expected long-term return of 5%, possible loss of 0% in any one year

  Medium - expected long-term return of 7%, possible loss of 10% in any one year

  Medium-High - expected long-term return of 9%, possible loss of 20% in any one year

  High - expected long-term return of 12%, possible loss of 25% in any one year

  Very High - expected long-term return of 15%, possible loss of 30% in any one year