Please enter your name and email to start the questionnaire
Thank you for your interest in working with Griffith & Associates. There are two parts to this questionnaire, it should take less than 10 minutes to complete.
There are new and evolving regulatory guidelines within the Canadian Investment Industry. This process helps us comply with these regulations, and understand you as an investor. Part 1 of this survey deals with Canadian Investment Regulatory Rules "Know your Client" and Part 2 is a questionnaire that helps us understand your risk capacity and preferences for investing. We use this information along with your Advisors analysis during the financial planning process to help design the optimal investment portfolio for you.
If you have any questions during this process, please contact the Griffith & Associates Office Manager, Genna Fulber at (403) 231-8600 ext 2306 or e-mail [email protected]
We look forward to reviewing your results with you.