Invest in Saskatchewan
With the Golden Opportunities Fund, 100% of your money is invested at home, in Saskatchewan. To date, the Fund has invested over $350 million in 132 companies creating jobs and benefitting communities across the province. Golden Opportunities Fund is in high demand, and has sold out repeatedly. Invest early – availability is limited! Some conditions apply*.
Receive Tax Savings
Saskatchewan residents who purchase Golden Opportunities Fund shares receive 15% in Federal tax credits, and 20% in Provincial tax credits for a total of 35% in tax credits on investment amounts up to the maximum $5,000 per year, plus, investments are 100% RRSP eligible!
*Example assumes a marginal tax rate of 47.75%. Marginal tax rates vary per individual, for more information visit GoldenOpportunities.ca/Calculator. 35% in tax credits available on investments up to $5,000 annually.
**The basic Canada Education Savings Grant provides 20% on the first $2,500 invested in an RESP annually.
- Diversified Class A-share: The Fund’s largest and longest-standing share class, a diversified portfolio for growth, stability and value.
- Innovation Class i-share: Innovation portfolio: all of the upside growth plus loss protection**.
- Resource Class R-share: 100% resource focused portfolio.
Invest your way
Choose your contribution method:
- Lump-sum Investment: make a single annual contribution up to a maximum of $5,000 annually.
- Pre-authorized (PAC): Deducted from your chequing account. You choose the frequency and contribution amount.
- Payroll Investment Plan (PIP): Invest directly off your paycheque and receive immediate tax savings.
Ready to invest? Our Contact Centre can get you in touch with one of our Credential Asset Management Inc. mutual funds representatives. Call us at 1.866.863.6237.
*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. As a result of the Provincial Budget, tax credits for 2018 and subsequent tax years will be reduced to 32.5%. This is not intended to be tax advice; investors should seek a professional for tax advice. **See Prospectus under "Investment Objectives" for more important information.
Mutual funds are offered through Credential Asset Management 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.