Investor Questionnaire (Non-Registered)
When do you anticipate you will need to start drawing on this money?
More than 10 Years
5 - 10 Years
3 - 4 Years
1 - 2 Years
Less than 1 Year
Which of the following would you say best reflects your current knowledge of, and experience with investing?
Which would you say best describes your investment goals?
Income & Growth
How would you describe your comfort level should the value of your investments decline in the short term?
Within what range would you estimate your net worth, excluding your principle residence?
$200K - $500K
$50K - $199,999
What level of assets will your family be investing with us?
Less Than $1 Million
$1 Million - $2 Million
Greater Than $2 Million
Within what range would you estimate your annual income?
$75K - $150K
$50K - $74,999
What is the likelihood that you will need to draw on the money invested in this account before your expected investment time horizon?
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HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™ Trademark of The Bank of Nova Scotia, used under license. Morrison & Partners Wealth Strategies is a personal trade name of Bruce Morrison. The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.