Annual Gross Income?
How often will you contribute to your RRSP?
How much will you contribute each time?
$
How many years until you plan to retire?
Years
What are your current RRSP savings?
$

Did you know?

You can receive tax credits on any amount up to $5,000 invested annually.

The net annual cost of your RRSP investment is $_____ less
when you add Golden Opportunities Fund to your portfolio.
Regular RRSP Investment
Golden Opportunities Fund Investment

Did you know…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.

Regular RRSP Investment**
RRSP Contributions
Investment Earnings
Your Contributions to Regular RRSP Investments $_____
Your Investment Earnings $_____
Total Value at Retirement $_____
Golden Opportunities Fund Investment**
RRSP & GOF Contributions With Rollover
Tax Credits
Investment Earnings
Your Contributions to Regular RRSP Investments $_____
Your Contributions to Golden Opportunities Fund RRSP $_____
Your Investment Earnings $_____
Your Tax Credits $_____
Total Value at Retirement $_____
You will have earned $_____ in additional tax savings upon retirement by investing in Golden Opportunities Fund

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!
Net cost of your Golden Opportunities Fund Investment if made directly off of every paycheque
Printable PDF

*A bi-weekly contribution of $57 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. 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 http://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. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. 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. *A bi-weekly contribution of $57 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. **An estimated rate of return 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.