This is your opportunity to PAY YOURSELF FIRST with regular contributions easily deducted from your bank account into your Golden Opportunities investment account.
Or, speak to your Financial Advisor. To find a Financial Advisor contact 1-888-866-4494.
Worried you don’t have enough money to invest?
Choose the amount and frequency (ie. biweekly or monthly) that is best for you!
Did you know almost 1/3 of Canadians aged 45-64 have no personal savings for retirement.¹
Your retirement goals are important. Start today and put your mind at ease knowing your retirement plan is underway!
¹Source: 2018 CIBC Retirement Planning Poll.
How much will you contribute each time? (Lump sum or Payroll)
Did you know?
You can receive tax credits on any amount up to $5,000 invested annually.
Your annual RRSP investment would be $_____ per year.
Due to the tax credits, the net annual cost of your RRSP investment is $_____ less when you invest in Golden Opportunities versus a Regular RRSP investment.
You will have earned $_____ in additional tax savings upon retirement by investing in Golden Opportunities.
What’s a Rollover?
Your Golden Opportunities investment matures every eight years and can be rolled over for additional tax credits with no new money invested! For more investment strategies click here.
Did you know...You can invest right off your paycheque and receive instant tax savings. This means that your $_____ annual investment only costs $_____ per year or $_____ per paycheque!
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. **An estimated annualized portfolio return per year of 4% has been used as an example for both Regular RSP Investment and Golden Opportunities Fund Investment. Rates of return will depend on your personal investment choices.