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.


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?
What are your current RRSP savings?

Did you know?

You receive a 15% Federal tax credit on investments up to $5,000 annually and a 15% Provincial tax credit on investments up to $12,000 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 $_____

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.

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!
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 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, 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.


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