Diagnosis of your current portfolio management services

General questions

Question Title

* 1. How old are you?

Under 18

18 to 30

31 to 50

51 to 70

Over 70

Question Title

* 2. What type of expert supports you in the management of your financial assets?

Portfolio manager

Investment advisor (broker)

Financial planner (mutual funds)

Mutual fund representative (mutual funds)

None, I manage my own assets

I don't know

Question Title

* 3. How long have you been working with your financial expert?

Less than 1 year

1 to 3 years

4 to 10 years

More than 10 years

Question Title

* 4. What is the main reason you do business with your financial expert?

I don't have time to look for alternatives

I find it difficult to transfer my assets elsewhere

I am fully satisfied with the services of my financial expert

My financial expert is a relative

Other

Other, please specify:

Question Title

* 5. My investment portfolio consists of:

Investment fund units (ex: Mackenzie Ivy Canadian Balanced Fund)

Individual companies' shares (ex: shares of Dollarama Inc.)

A combination of fund units and individual companies' shares

I don't know

Question Title

* 6. If your portfolio consists mainly of individual companies' shares, how many securities does it contain approximately?

Less than 10

10 to 25

More than 25

Not applicable

I don't know

Question Title

* 7. How much do you have to invest?

Less than 250,000$

250,000$ to 500,000$

500,001$ to 1,000,000$

More than 1,000,000$