q
STEP 1: GET STARTED OR LEARN MORE BY CONTACTING
A Financial Advisor:
Speak to your local Financial Advisor about investing or for more information.
The Fund:
If you need help finding a local Financial Advisor near you.
Invest Online:
Do-it-yourself and work toward your investment goals.
STEP 2: CHOOSE HOW YOU WANT TO CONTRIBUTE
Lump-sum Investment:
Make a single annual contribution or roll up to a maximum of $5,000 annually.
Pre-authorized (PAC):
Debited directly from your chequing account – you choose the frequency and amount.
Payroll Investment Plan:
Deducted from your paycheque, reducing your taxes every payday.
STEP 3: MAXIMIZE YOUR TAX CREDITS
Make the most of the 30% tax credit available on an investment in Golden Opportunities Fund shares by using these investment strategies.
