Cranson Capital Securities Investor Survey

Thank you for participating in our short survey (5 minutes max). Cranson Capital Securities’ mission is to ‘Help Canadians Build Wealth through Private Investments’. Your feedback will help us select deals that will appeal to our investors in our quest to deliver high quality, diversified offerings that provide reliable value.

Name:

My primary financial goal is (check all that apply):

Capital preservation

Income/Yield

Capital appreciation

Aggressive growth

What type of investor are you? (check one):

I am conservative and don't like to take risks with my investments

I work hard to maintain a balanced portfolio

I am comfortable taking a risk on good potential investment

I am looking to take on riskier investments for bigger payouts

My investment profile is (check one):

Disciplined. I know what I am comfortable with and seldom deviate from that plan

Moderate. I am comfortable with certain types of investments, but others I will not touch

Flexible. I am willing to consider anything as long as I can understand the risks and potential returns

I would consider investing in (check all that apply):

Type of account I would prefer to use for private placements (check all that apply):

RRSP

TFSA

Non-Registered

Family Trust

Holding Company

Doesn't Matter

I have invested in private placements other than Cranson Capital offerings before:

Yes

What percentage of your investment portfolio would you consider investing in private placements?:

Less than 10%

10 – 25%

50% +

Not Applicable

I would invest in assets located in (check all that apply):

GTA

Ontario

Western Canada

Eastern Canada

USA

Europe

Emerging Markets

Caribbean

Other (please specify)