Investment Questionnaire

I will need to start withdrawing these funds in:

Less than 3 years

3 to 10 years

10 to 20 years

20 years or more

I will need to withdraw the funds:

All at once

Over a period of 1 to 5 years

Over a period of 5 to 10 years

Over a period of 10 years or more

If these investments were to decline by 20% over a one year period, I would:

Be totally ok with it.

Feel a little nervous.

Be very uncomfortable and worried.

Freak out.

I really like the idea of:

Having most of my money in an investment that can't go down in value (ie: GICs)..

Having at least some of my money in an investment that can't go down in value (ie: GICs)..

Having at least some of my money in an investment that is less volatile than the stock market, but can still fluctuate in value (ie: bonds).

Having all of my money invested in the stock market and be exposed to losses with the expectation of higher gains than bonds or GICs.

Generating dividend income from my investments is:

A top priority.

Not important at all.

A nice to have since I like the idea of dividends.

Not something I have thought about.

When investing a large amount of money:

Prefer to divide the funds between many different products (for example several mutual funds or exchange-traded funds).

Am ok with owning just a few funds, as long as I am diversified.

Would be comfortable with owning just one fund as long as it is well diversified.

Don't know how many funds I am comfortable owning