Click here for important processing deadlines to ensure contributions are coded as first 60-day and receive the 30% in tax credits for 2018 tax filings.

UP TO AND INCLUDING

Wednesday, March 1, 2017

Automatically Receive 1st 60 Day
Contribution Period

Contributions dated Wednesday, March 1st or before, processed electronically by 4PM EST or received by our office PRIOR TO 5PM CST for direct trades are automatically coded as a 1st 60 Day transaction.

UP TO AND INCLUDING

Friday, March 3, 2017

Manual Request for 1st 60 Day
Contribution Period

Contributions processed electronically by 4PM EST or received by our office PRIOR TO 5PM CST on Friday, March 3rd should indicate that they are to be coded 1st 60 Days*, but will NOT require an LOI.

AFTER

Friday, March 3, 2017

LOI Required for 1st 60 Day
Contribution Period

Contributions processed electronically AFTER 4PM EST or received by our office AFTER 5PM CST on or after Friday, March 3rd WILL require an LOI to be coded as a 1st 60 Day transaction.

 

*Wireorders/FundSERV: manually change the contribution period value to “P – previous period”. Non-electronic/Direct: write “1st 60 Days” on top of Subscription and Rollover forms.

Trades as a result of T2033 transfers with documentation dated Wednesday, March 1, 2017 or before, will automatically be coded as a 1st 60 Day transaction if funds are received by April 21, 2017.

Rollovers: Units mature 8 years less 30 days from original purchase date at which time they can be rolled over to receive additional tax credits. Process rollovers per timelines shown above to receive a 1st 60 Day contribution period.

Please note that these should not to be considered an extension to the March 1, 2017 deadline for contributions. Documentation must be dated March 1, 2017 or before.

How much will you contribute each time? (Lump sum or Payroll)

Gross Amount? (Investment into Golden Opportunities Fund)
$
Net Contribution? (Out of pocket contribution)
$
Annual Gross Income?
What is the contribution frequency to your RRSP?
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.

Your annual RRSP investment would be $_____ per year.

Annual Golden Opportunities Fund RRSP Investment
Annual Regular RRSP Investment

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.

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 Plus Tax Credits $_____

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

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.

LET’S CONNECT

Sign-up to receive periodic updates on the Fund, local portfolio companies, investment strategies, and more – right to your inbox!

SIGN UP NOW!

GET SOCIAL