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Profile Information
Who is your current primary provider?
Please Select Wellington West Full Service Broker           (CIBC Wood Gundy, RBC Dominion Securities, Edward Jones, etc.) Financial Planner             (Assante, Dundee, Investment Planning Counsel, etc.) Bank Branch                   (CIBC, RBC, TD, Scotiabank, etc.) Online / Discount Broker  (TD Waterhouse, E*Trade, RBC Action Direct, etc.) None
How would you best describe your overall satisfaction level with your current Investment Advisor or Financial Planner?
Please Select Not satisfied, disappointed Somewhat satisfied, content Satisfied, pleased Don't have an Investment Advisor or Financial Planner
What are your total investable assets? (Investable assets do not include home, land, car, equipment or other fixed assets.)
Please Select Less than $10,000 $10,000 - $24,999 $25,000 - $49,999 $50,000 - $99,999 $100,000 - $249,999 $250,000 - $499,999 $500,000 - $1 million $1 million +
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