Email Survey LP – Positive

Name*

First Last

Email*

Phone*

Where do you live*

Canada

United States Of America

What State do you live in?

How do you prefer to approach investing your portfolio?*

Capital Preservation – Keep it safe, low risk

Prudent Growth – Balanced approach, some upside potential

Aggressive Growth – Focused on growth, comfortable with downside

Focused on Metals & Mining – Interested in sector allocation

What is the size of the portfolio for which you need advice?*

Investment

Is there anything else you want to share with your future advisor before they contact you (e.g., long-term financial goals)?*

Financial Goals

What is the best way to reach you?

Phone

Email

Some of our clients prefer to work with a specific advisor - Do you have a preference?

No preference – Please match me based on my answers

WindRock Wealth Management

SCP Resource Finance (CA Only)

Rocklinc Wealth Management (CA Only)

Solicitor’s Disclosure Document

ADV Part 2A

Form CRS

If you prefer to have these documents emailed to you, click here.

Or if you would prefer to have them sent via postal mail, click here.

Congrats, we will connect you with an advisor. Explore Exclusive Investment Opportunities

Would you be interested in learning about opportunities only available to select investors? If so, can you validate that you meet the requirements to be an “accredited investor”?*

Accredited Investor Requirements

Yes, My net worth (either individually or with my spouse, if any), excluding the value of my personal residence but including all other investments, property and other assets, is at least $1,000,000.

Yes, My individual annual income was at least $200,000 in each of the two most recent years, and I expect such income in the current year.

Yes, My annual income, jointly with my spouse, was at least $300,000 in each of the two most recent years, and I expect such income in the current year.

No, I do not meet any of these and am not an accredited investor.

Thank you for your response.

Let us help you find the right financial advisor

Solicitor’s Disclosure Document

ADV Part 2A

Form CRS

Congrats, we will connect you with an advisor. Explore Exclusive Investment Opportunities