01. Question 1 What's your name? Next 02. Question 2 Your email address Go BackNext 03. Question 3 What's your phone number? Go BackNext 04. Question 4 What’s your profession or occupation? Go BackNext 05. Question 5 Your age range?18-2425-3536-4546-5555+ Go BackNext 06. Question 6 What's your income range?<$50,000$50,000-$100,000$100,000-$150,000$150,000-$250,000$250,000+ Go BackNext 07. Question 7 What's your approximate net worth range?<$50,000$50,000-$250,000$250,000-$500,000$500,000-$1,000,000$1,000,000+ Go BackNext 08. Question 8 How confident are you with your finances?1 (Not Very Confident)2345 (Very Confident) Go BackNext 09. Question 9 What is the main reason you want to speak with a financial advisor? Go BackNext 10. Question 10 What are your top 2 financial goals? Go BackNext 11. Question 11 What are your top 2 financial challenges? Go BackNext 12. Question 12 What have you tried so far to overcome those challenges? Go BackNext 13. Question 13 What did you learn about money growing up? Go BackNext 14. Question 14 What investment programs are you using now? (Choose all that apply)RRSPsTFSAsRRSP from WorkNon-RegisteredRESPsOther Go BackNext 15. Question 15 Do you have an incorporated practice?YesNo Go BackNext 16. Question 16 Do you have anyone who depends on you financially?YesNo Go BackNext 17. Question 17 What charitable causes most resonate with you? And why? Go BackNext 18. Question 18 How would you like to distribute your money when you pass away? Go Back Question 1From 18
