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When buying and selling investments outside of registered plans, paying tax on capital gains can be an unwelcome result. There is a way to keep more of your money and grow your wealth through tax-ecient with Corporate Class. How does it work?
Corporate Class is structured as a rather than a trad d investment styles. This structure enables you to switch among corporate class funds without triggering capital gains or losses. A taxable event occurs only when you redeem from the . mutual fund trust. Under this corporate umbrella there are a variety of asset classes,
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Canadian Income
Switch between funds
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Global
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Specialty
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No capital gains are triggered
usually be paid as capital gains currently the most tax-advantaged form of income. The corporate structure minimizes or eliminates annual d controlled to minimize taxes. The wide of corporate class funds allows for a fully diversied
Value
$500,000 $400,000 $300,000 $200,000 $100,000 $0
The
For more information on Corporate Class, contact John Sabourin, Certified Financial Planner Telephone: (519) 675-1177 or 1-888-327-5777 Facsimile: (519) 675-1331 www.selectpath.ca John@selectpath.ca
10
15
Years
20
25
30
Assumptions (1) Inside Corporate Class with annual rebalancing and when tax is paid upon redemption; and (2) Outside Corporate Class when rebalanced and taxed annually.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. This material is not to be construed as an offer or solicitation. The securities mentioned may not necessarily be considered suitable investments for all clients. Contact your Investment Advisor to discuss your individual investment needs.