Polson Bourbonniere Financial

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Phone Number (home)

Email Address
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Last Name
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Phone Number (work)

Financial Planner
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1. What is your age?

Over 65

51 - 65

41 - 50

31 - 40

30 and under

2. What is your annual household income (before tax)?

Less than $50,000

$50,001 - $100,000

$100,001 - $150,000

Over $150,000

3. Your investment time horizon is ...

Less than 3 years

3-5 years

5-10 years

10+ years

4. Currently your main objective for this investment account is to ...

Maintain the purchasing power of your original investment

Generate regular cash flow to meet ongoing expenses

Grow your account and draw regular income from the account

Grow your account and not draw any income from the account

Aggressively grow your account to maximize its value

5. The following best describes my need for current income from investments...

I require a high amount of current income

I require some current income

I require a modest degree of current income (interest plus dividends)

I do not require any current income

6. Even though I feel growth investments have the highest potential for returns over the long-term, I still prefer lower, predictable returns.

Strongly agree

Agree

Neutral

Disagree

Strongly disagree

7. Given your financial goals, how much volatility are you willing to assume to achieve your portfolio’s expected return?

Low volatility, since you require positive returns each year

Low to medium volatility, such as negative returns in 1 of every 8 years

Medium volatility, such as negative returns in 1 of every 6 years

Medium to high volatility, such as negative returns in 1 of every 5 years

High volatility, such as negative returns in 1 of every 4 years

8. How much temporary decline in your investment portfolio could you tolerate over a one-year period?

0%

-5%

-10%

-15%

More than -15%

9. Which of the following statements best describes your reaction if the value of your portfolio suddenly declined by 15%?

I would be very concerned because I cannot accept fluctuations in the value of my portfolio

I invest for long-term growth but would be concerned about even a temporary decline

If the amount of income I received was unaffected, it would not bother me

I invest for long-term growth and accept temporary changes due to market fluctuation

10. Assuming that your portfolio decreased in value over a one year period, consistent with other investments of its kind in a year when markets are performing poorly overall, you decide to ...

Cut your losses, sell your investments and hold cash or purchase GICs with your entire account balance

Hold on to half of your account as it is invested, and sell the other half to hold cash or purchase GICs

Watch the portfolio, and if performance does not improve in 6 months, you will reassess the situation

Hold the portfolio and make no changes, you understand that markets can have a number of consecutive poorly performing years

Invest additional money in the markets to take advantage of lower current cost

11. What do you expect the overall average return on your investment portfolio to be over the long term, before tax and inflation?

0% - 2%

1% - 3%

4% - 7%

5% - 9%

More than 9%

12. If you could increase your chances of improving your investment returns by taking more risk, would you ...

Be unlikely to take more risk.

Be willing to take a little more risk with some of your overall portfolio

Be willing to take a lot more risk with some of your overall portfolio

Be willing to take a lot more risk with your entire portfolio

13. Choose a scenario that best describes the way you monitor investments.

I look forward to reviewing my portfolio on a daily basis

I make it a point to review my portfolio regularly and at least once a month

I review my portfolio on a quarterly basis

I only review my portfolio once a year

14. Now is a great time to invest in the market.

Strongly disagree

Disagree

Neutral

Agree

Strongly agree


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	Contact Information

	Polson Bourbonniere Financial 100 - 7050 Woodbine Ave. Markham, Ontario L3R 4G8 Tel: 416.498.6181 or 905.413.7700 Toll Free: 1.800.263.0120 Fax: 905.305.0885 info@pbfinancial.com


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