Survey overview and rationale

The 2006 Stenner Investment Partners TrueWealth Report is a confidential, exclusive national study of the views and opinions of Canada's ultra-affluent. Based on the results of a survey of 165 Ultra High Net Worth (UHNW) individuals, this report serves as a knowledge bank to shed light on what drives the ultra-affluent in their decisions on investing and lifestyle.

The 2006 Stenner Investment Partners TrueWealth Report is the first study of its kind in Canada.

This report will have important implications on the economy as well as the business and investment communities. More importantly, it provides a benchmark for UHNW individuals to compare themselves to their peers.

The UHNW are defined as individuals with a total household net worth of $10 million or more (including real estate, investments and principal residence). Respondents were invited to participate through select professional organizations, referral and personal invitations by peers. Sensus Research conducted the 165-sample survey of UHNW individuals on behalf of the T. Stenner Group.

The process was secure, 100% confidential and anonymous.

Report Topics
The survey's purpose was to learn this group's opinions and behaviours regarding key financial topics such as investing, philanthropy and estate-planning. 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.

Report Providers
The 2006 Stenner Investment Partners TrueWealth Report is commissioned and underwritten solely by Stenner Investment Partners of GMP Private Client, a leading group of private professional advisors in Vancouver. With a "family office" model, Stenner Investment Partners 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.

To download your complimentary copy of the 2006 Stenner Investment Partners TrueWealth Report, please click the link below. For more information about the Report, or to contact a representative of Stenner Investment Partners, please call toll free: 1 (866) 359-2865 or email: stennerinvestmentpartners@gmppc.com.

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