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For example, we have been asked to speak to customers in various age brackets. May I ask you which of the following age brackets you fall into: READ LIST

Marital Status

Do you have children?

Yes

No

Age of child 1

child 2

child 3

child 4

are your children attending university?

Yes

No

name of universities

What is your occupation

(If respondent is married ask) What is your spouse's occupation?

Approximately where would you place your total investable assets, including chequing or savings accounts, RRSP’s, mutual funds, GIC’s, equities, bonds, stocks and cash deposits, but excluding any properties you own, like your home? Would that be…? READ LIST :

Under $40,000.....terminate
$40,000-$75,000
$75,001-$100,000
$100,001-150,000
$150,001-$199,000
$200,001-$300,000
$300,001-$400,000
$400,001-$500,000
Over $500,001.....terminate

On a scale of 1 to 5, with 5 being a high level of knowledge and 1 being a low level of knowledge, how would you rate your current level of knowledge when it comes to financial matters?