About the TrueWealth Report

2006-03-06

The survey's purpose was to learn the opinions and behaviours of Canada's Ultra High Net Worth (UHNW) individuals regarding key financial topics such as investing, philanthropy and estate-planning.

To view a copy of the TrueWealth Report click here.

More than just the financial perspective, the survey collected data within six main themes:

1) Passion Investments and Interests
2) Philanthropy and Family Values
3) Benefits and Challenges of Wealth
4) Trends in Real Estate
5) Wealth and Advice
6) Professional Relationships

Demographic information was also collected to provide practical findings and conclusions. The data collection took place over a 7-week period in Nov/Dec of 2005.

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The TrueWealth Report is underwritten solely by the T. Stenner Group, a leading group of private professional advisors in Vancouver.With a “family office” model, the T. Stenner Group of CIBC Wood Gundy excels at integrating and managing the affairs
of businesses, charitable organizations and families with a net worth of $10 million or more.

Sensus Research Inc. developed and conducted the survey. Founded in 1989, Sensus is now one of the largest privately owned and operated Canadian marketing research firms. Sensus provides local, national and international clients with customized,
leading-edge marketing research solutions.

Sensus upholds the highest standards of the Canadian market research community as a member of the Market Research and Intelligence Association (MRIA). Irving + Company collaborated with Sensus in the development of the study and the design and
publishing of the report. Irving + Company is a leading, Vancouver based marketing consulting and strategy firm.