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What kind of other investments have you been involved in?
Bonds
Stocks
Mutual Funds
Real Estate
How do you feel about the returns you’ve been getting?
Awful
Satisfactory
Good
Great
What kind of return would you be happy with?
0-3%
3-6%
6%+
How Long of a term would you like to invest?
Less than a year
2-4 years
4+ years
What is the most important factor to consider when investing?
Capital preservation
Regular positive cashflow
Speed of return
Overall return
Where are your funds coming from?
RRSP
HELOC
Cash
Other
What amount would you like to invest?
25,000 - 50,000$
50,000 - 100,000$
100,000 - 250,000$
250,000$ +
Are you willing to pool your money with other investors?
Yes
No
How long would it take to make your investment resources available?
3-6 months
6 months - 1 year
1 year +
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