Founded 20 years ago, Golden Opportunities Fund is Saskatchewan’s first Provincial Retail Venture Capital Fund for Saskatchewan people to invest at home. When you invest in Golden Opportunities, 100% of your money is invested locally, so you can help build the economy while receiving RRSP benefits plus 32.5% in tax credits.
Invest in Saskatchewan
Over the past 20 years, Golden Opportunities Fund has made a tremendous impact on the local economy. It has generated $3 billion in estimated economic impact1 by investing in over 130 Saskatchewan companies, stimulating 15,000 jobs and benefitting communities across the province.
Growing the local economy starts with your investment! Join 1 in 20 Saskatchewan taxpayers already invested.2 Availability is limited, so invest early! Some conditions apply*.
Receive Tax Savings
Saskatchewan residents who purchase Golden Opportunities Fund shares receive 15% in Federal tax credits and 17.5% in Provincial tax credits for a total of 32.5% in tax credits on investment amounts up to the maximum $5,000 per year. Plus, investments are 100% RRSP eligible!
Choose to investment in three different share classes, all of which provide the same local investment and tax credits.
- Class A-share: The Fund’s largest and longest-standing share class, focused on a diversified portfolio for growth, stability and value.
- Class I-share: This share is focused on innovation and provides all of the upside growth plus loss protection. 3
- Class R-share: Focused 100% on local resources and designed for investors seeking higher exposure to these sectors.
Choose your contribution method:
- Lump-sum Investment: Make a single annual contribution up to a maximum of $5,000 annually.
- Pre-authorized contribution (PAC): Your investment is automatically deducted from your chequing account. You choose the frequency and contribution amount.
- Payroll Investment Plan (PIP): Your investment is automatically deducted from your paycheque so you’ll receive immediate tax savings.
Visit Golden Opportunities Fund to learn more.
Ready to invest? Call us at 1.866.272.2521 to get in touch with one of our Credential Asset Management Inc. mutual funds representatives.
*SOLD BY PROSPECTUS ONLY. Please read the Prospectus, which
contains important detailed information, before investing. A free copy is
available from your Financial Advisor or the Principal Distributor,
Wellington-Altus Private Wealth Inc., a Member of the Canadian Investor
Protection Fund, at wellington-altus.ca. Commissions, trailing commissions,
management fees and expenses all may be associated with Retail Venture Capital
(RVC) Fund investments which may not be suitable for all investors. RVCs are not
guaranteed, their values change frequently and past performance may not be
repeated. Tax credits are available to eligible investors on investments up to
$5,000 annually, provided that the shares are held for at least eight years from
the date of purchase. Redemption restrictions may apply. This is not
intended to be tax advice; investors should seek a professional for tax advice.
**See Prospectus under "Investment Objectives" for more important
1 Golden Opportunities Fund economic impact estimate completed by Saskatoon Regional Economic Development Authority (SREDA) – September 2018
2Statistics Canada – Income Statistics 2017, Golden Opportunities Fund.
3 See Prospectus under “Investment Objectives” for more important information.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Labour sponsored funds are highly sensitive in nature and are generally considered to be long-term investments; Investors are typically subject to a minimum hold period of up to 8 years. There is no guarantee that the investment in the Fund will earn a specific rate of return or any return in the short or long term. Any tax credits associated with the Fund may or may not apply depending upon each investor's individual circumstances, and tax consequences may apply to early redemptions.