Tim Weichel, MBA, Private Wealth Consultant
416-230-2703 tim@timweichel.ca

 Please tell us about yourself...

* 1. I am interested in... (check as many as apply to you)

* 2. Rank the following statements as they apply to you and your investments

* 3. When investing in the stock and bond markets, there are a range of possible outcomes.  Please choose the tolerance for volatility that most closely resembles your own.

* 4. How long will it be until you begin to make withdrawals from your investment portfolio?

* 5. What is your age?

* 6. What is the total value of your household's investable assets? Investable assets include all liquid financial assets that are, or could be invested (e.g. bank account balances, retirement accounts, trusts, etc.). Investable assets do not include businesses, real estate or other property.

* 7. Your contact information - at minimum, name and email address must be filled out

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