Investor suitability quiz

Do You Qualify?

Complete the form below before program registration.

First Name *

Last Name *

Phone *

Email *

History: How long have you been managing your own investments?

Value: What is the current value of your investment portfolio?

Risk Level: How comfortable are you with fluctuations in the value of your portfolio?

Have you invested in real estate before?

Are you a current or former business owner, executive or retiree?

Not all stock picks may hit our targets, resulting in potential losses:

How do you perceive investment risk?

Additional investment comments:

By checking the box below, you confirm that you have read and agree to these Terms & Conditions.

I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By submitting this form, I acknowledge and agree that:

I have a minimum investment portfolio of $150,000 CAD (or equivalent).
I will sign and abide by the Program's Non-Disclosure Agreement before accessing any materials.
All Program content is confidential and for my personal use only.
Participation does not constitute financial, investment, or legal advice.
Healthy Wealthy and Wise Corp reserves the right to verify eligibility and revoke access if requirements are not met.

By checking the box below, I confirm that I have read and agree to these Terms & Conditions.

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