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32.5% Tax Credit invest local

About Barlage Visionary Wealth

Michael and Jonathon Barlage are the founders of Barlage Visionary Wealth, a family-oriented financial services office located in Humboldt, Saskatchewan.

Along with their dedicated staff, they offer customized investment and insurance solutions through their proprietary process, the Our Family Asset Protection Program.

Serving families in Humboldt, Saskatoon, and surrounding communities, their approach focuses on guiding their clients through the creation, harmonization, and legacy stages of financial planning.

Specializing in assisting business owners, farmers, and health region and mine employees, they collaborate with their clients’ accountants and lawyers to develop comprehensive and tailored plans.

Since the Golden Opportunities Fund was founded in 1999, their office has been helping suitable clients invest locally in the fund while benefiting from significant tax incentives and RRSP eligibility.

Barlage Visionary Wealth also exclusively offers the Payroll Plan to many employers across Saskatchewan, including the Saskatchewan Health Authority. The Payroll Investment Plan allows contributions to be automatically deducted from paycheques, offering immediate tax savings and simplifying the investment process. For suitable investors, enrolling in this option is an affordable, convenient way to save additional money for retirement and compliments everyone’s main source of income in retirement, their pension.

Designed offers a variety of financial and wealth management products and services through Designed Securities Ltd., (“DSL”), a dual registered mutual fund dealer and investment dealer under the Canadian Investment Regulatory Organization (“CIRO”). Paid for in part by Golden Opportunities Fund Inc.

Reduce income tax on every paycheque!

Invest regularly into Golden Opportunities Fund shares through the Fund’s Payroll Investment Plan (PIP)–contributions are easily deducted off every paycheque, plus tax savings and credits are received on every paycheque, reducing income tax at source. Use the Payroll Calculator to estimate your tax savings.

 

*A bi-weekly contribution of $62 can result in an annual RSP investment of $5,000 based on 26 pay periods per year, basic personal tax exemptions and a sample marginal tax rate of 35%. Marginal tax rates vary per individual, for more information visit GoldenOpportunities.ca/Payroll-Calculator.

Calculate your tax savings now using our
Payroll Calculator!


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