YAMAMOTO WEALTH MANAGEMENT GROUP RBC DOMINION SECURITIES CLIENT QUESTIONNAIRE
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1 RBC Dminin Securities Inc. YAMAMOTO WEALTH MANAGEMENT GROUP RBC DOMINION SECURITIES CLIENT QUESTIONNAIRE What t bring t yur meeting Please bring the fllwing dcuments with yu t help make ur meeting mre prductive. Sme f the frms listed may nt apply t yur situatin, s please bring what yu can. Yur current RRSP/RRIF/LIRA statements Nn-registered accunt statements Registered Educatin Savings Plan (RESP) data Any grup RRSP infrmatin T4 Statements Cpy f yur Will Yur tax summary r ntice f assessment frm Revenue Canada Any emplyer pensin data Any business-related data if yu wn a business r prfessinal crp. Scial Insurance Numbers fr yurself and any beneficiaries such as children Any life insurance plicies Any imprtant cntacts such as the name f yur accuntant r lawyer This questinnaire Prfessinal Wealth Management Since 1901
2 RBC Dminin Securities Inc. New Client Questinnaire Name Address Phne PORTFOLIO REVIEW & INVESTMENT EXPERIENCE What rate f return wuld yu cnsider reasnable? 4% - 6% 7% - 9% 10% - 12% 12% - 15% Other % When it cmes t making investment decisins, t whm d yu turn t fr advice? N ne (yu make decisins n yur wn) Rely mainly n yur spuse Bth yu and yur spuse make decisins tgether Yur investment advisr Yur accuntant The bank Other (i.e. friends, a relative, etc.) Hw familiar are yu with stcks, bnds and mutual funds? Very Smewhat Nt Very Wuld yu describe yur investment knwledge as: Excellent Very Gd Gd Average Belw Average Prfessinal Wealth Management Since 1901
3 RBC Dminin Securities Inc. D yu have experience buying stcks? Yes N Are yu cmfrtable buying stcks? Yes N D yu have experience buying mutual funds? Yes N Are yu cmfrtable investing in mutual funds? Yes N D yu have experience buying GICs and term depsits? Yes N Regarding investment fees, are yu: Cmfrtable paying them as lng as yu are receiving gd service Smewhat sensitive t fees Very sensitive t fees and shp arund fr the cheapest rates Will nt pay any fees Which best describes yur level f patience with yur investments? I am lng term and cmfrtable with shrt-term declines in my investments I can be smewhat impatient with shrt-term declines in my investments I am very impatient when my investments d nt make mney in shrt term Prfessinal Wealth Management Since 1901
4 RBC Dminin Securities Inc. I track my investments: Daily Weekly Mnthly Quarterly Annually Seldm knw the value f my investments ABOUT YOU Which f the fllwing describes yu and yur spuse? Like t be very active in the management f investments Like t delegate the task f mney management t investment advisr Are yu wrking r retired? Wrking Retired Retiring Sn The ttal amunt f incme yu require fr an adequate retirement is: $ /Mnth Will yu r are yu receiving pensin incme(s) frm wrk? Yes N D yu have dependent children? Yes N D yu have dependent parents r dependent adult children? Yes. Details: N D yu have life insurance? Yes N Prfessinal Wealth Management Since 1901
5 RBC Dminin Securities Inc. D yu have a will? Yes N If s, is yur Will up t date? Yes N D yu wn yur wn business? Yes N I prefer t discuss my accunt: In persn Over the phne Using The level f imprtance f passing yur assets t thers is: Very imprtant Mderately imprtant Nt cncerned at all Hw imprtant are educatinal events t yu? Very imprtant Mderately imprtant Nt very imprtant I like t be cntacted by my investment advisr: Once a year Twice a year Quarterly Mnthly Other What is the ttal amunt yu currently have in investments? $ Prfessinal Wealth Management Since 1901
6 RBC Dminin Securities Inc. In yur wn wrds, describe what quallities are imprtant fr yu in yur chice f investment advisrs. In yur wn wrds, describe what type f investr yu are (i.e. aggressive, cnservative) Additinal Cmments Thank yu! Prfessinal Wealth Management Since 1901
7 RBC Dminin Securities Inc. Hw t find us Our address is Suite 2400, Street, Edmntn, Alberta, T5J 2K8. Call me at if yu need directins r me at jhn.yamamt@rbc.cm. We are lcated in dwntwn Edmntn. Our ffice twer is cnnected t the Suttn Place Htel. We are clse t City Hall, acrss the street frm Staples and clse t the Baccarat Casin. Prfessinal Wealth Management Since 1901 RBC Dminin Securities Inc.* and Ryal Bank f Canada are separate crprate entities which are affiliated. *Member-Canadian Investr Prtectin Fund. RBC Dminin Securities Inc. is a member cmpany f RBC Wealth Management, a business segment f Ryal Bank f Canada. Registered trademarks f Ryal Bank f Canada. Used under licence Ryal Bank f Canada. All rights reserved.
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