Is friendly, open-minded, and helpful- seeking to enjoy life
Wants help to simplify and arrange their financial affairs
Is not interested in fads, hot tips, or trends
Appreciates the deductibility of advisory fees for non-registered accounts
Focuses on a long-term view (typically 10+ years; preferably 20+)
Is generally in a high marginal tax bracket with a need to reduce taxes
Understands the added value of product cost minimization
Has household assets available for investment of $250,000 or more
