Corporate Class Mutual Funds

Corporate class structured mutual funds offer multiple benefits to investors, especially to those with non-registered assets. The structure offers investors the flexibility to rebalance corporate class fund investments within a portfolio to adjust for changes in risk tolerance, personal financial goals and changing markets on a tax deferred basis. Furthermore, the structure offers the ability to distribute tax-efficient income, or cash flows, to investors.

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Are your assets protected from creditors?

Legislation exists at both the federal and provincial level to protect your investments from creditors.  Some offer strong protection, while others provide protection with conditions or limitations. Click here to read more.

In the Spring 2019 edition:

Jobs of the future - What jobs might the next-generation workforce have?

Estate Planning 101 - The freedom to protect your legacy and loved ones the way you want.