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 Winter 2019 edition:

How to hit the mark with a goals-based approach to your finances.