[vc_row type=”container” padding_top=”” padding_bottom=”” css=”.vc_custom_1458057033586{margin-bottom: 0px !important;}”][vc_column][vc_column_text]
A Mutual Fund Trust (“MFT”) is a unit trust in which all holdings and transactions in the units comply with the prescribed conditions governing: the number of unit holders; the dispersal of ownership of the units: and public trading of the units.
If a trust becomes a MFT within 90 days after the end of its first taxation year, it may make an election with the CRA to be treated as such from the beginning of that taxation year.
Under Canadian Federal Legislation, a trust may elect to have its taxation year end on December 15 if it is a MFT on the 74th day after the end of a calendar year and its taxation year (the taxation year concerned) would normally end on December 31 of the calendar year.[/vc_column_text][/vc_column][/vc_row][vc_row type=”container” css=”.vc_custom_1458057665089{padding-top: 15px !important;}”][vc_column width=”3/4″][vc_single_image image=”71055″ img_size=”large” add_caption=”yes”][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1458060471484{padding-top: 2px !important;}”][vc_separator color=”#00c96d” type=”normal” thickness=”2″ up=”” down=”25″][vc_column_text]
Every deposit and paid dividend is used to automatically rebalance your portfolio, which can minimize taxes.
[/vc_column_text][/vc_column][/vc_row][vc_row type=”container” css=”.vc_custom_1458058074975{margin-bottom: -25px !important;}”][vc_column][vc_separator color=”#e2e2e2″ type=”normal” thickness=”1″ up=”20″ down=”20″][/vc_column][/vc_row][vc_row type=”container”][vc_column css=”.vc_custom_1458058396279{padding-bottom: 5px !important;}”][vc_column_text]
Key aspects of our strategy
[/vc_column_text][/vc_column][/vc_row][vc_row type=”container” padding_top=”” padding_bottom=”” css=”.vc_custom_1458059347458{margin-bottom: -15px !important;}”][vc_column][vc_tta_tabs style=”flat” shape=”square” color=”white” active_section=”1″][vc_tta_section title=”Protection” tab_id=”1444300654474-2bfb86dc-fd3a”][vc_column_text]A full range of Life, Serious Illness, Income Protection, Pension Term, and Unit Linked Comparative Quotes plus Business Assurance reports, and Health Insurance comparisons.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Investments” tab_id=”1444300654691-e081e086-5ad3″][vc_column_text]Product Fact Sheets and a full Comparative study of products covering Unit Linked Bonds, With Profit Bonds, Tracker Bonds, Deposit Products, Guaranteed Bonds and Regular Savings.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Funds” tab_id=”1444301268806-6cabfa0f-2e9d”][vc_column_text]Our Fund Advice section provides Fund Fact Sheets and comparative Fund Performance details based on Fund Price information from the leading supplier of information in this area.[/vc_column_text][/vc_tta_section][/vc_tta_tabs][/vc_column][/vc_row][vc_row type=”container”][vc_column css=”.vc_custom_1458058396279{padding-bottom: 5px !important;}”][vc_column_text]
Choose an approach that’s right for you
[/vc_column_text][/vc_column][/vc_row][vc_row type=”container” padding_top=”” padding_bottom=”” css=”.vc_custom_1458059370470{padding-top: 5px !important;}”][vc_column width=”1/3″ css=”.vc_custom_1444994609696{margin-bottom: 35px !important;}”][vc_round_chart stroke_width=”2″ legend=”” values=”%5B%7B%22title%22%3A%22Stocks%22%2C%22value%22%3A%2250%22%2C%22color%22%3A%22green%22%7D%2C%7B%22title%22%3A%22Bonds%22%2C%22value%22%3A%2250%22%2C%22color%22%3A%22blue%22%7D%5D” css=”.vc_custom_1458221310059{padding-right: 40px !important;padding-left: 40px !important;}”][vc_column_text css=”.vc_custom_1458059197542{margin-top: -15px !important;}”]
Major Purchase
This is for investors who are saving for a home down payment, future tuition, or any other specific purchase or event.
[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1444994618757{margin-bottom: 35px !important;}”][vc_round_chart stroke_width=”2″ legend=”” values=”%5B%7B%22title%22%3A%22Stocks%22%2C%22value%22%3A%2290%22%2C%22color%22%3A%22blue%22%7D%2C%7B%22title%22%3A%22Bonds%22%2C%22value%22%3A%2210%22%2C%22color%22%3A%22green%22%7D%5D” css=”.vc_custom_1458221326171{padding-right: 40px !important;padding-left: 40px !important;}”][vc_column_text css=”.vc_custom_1459104054252{margin-top: -15px !important;}”]
Build Wealth
Often you don’t have a specific reason to save your money but still want to grow your wealth over a long period of time.
[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1444994626335{margin-bottom: 35px !important;}”][vc_round_chart stroke_width=”2″ legend=”” values=”%5B%7B%22title%22%3A%22Stocks%22%2C%22value%22%3A%2240%22%2C%22color%22%3A%22blue%22%7D%2C%7B%22title%22%3A%22Bonds%22%2C%22value%22%3A%2260%22%2C%22color%22%3A%22green%22%7D%5D” css=”.vc_custom_1458221338364{padding-right: 40px !important;padding-left: 40px !important;}”][vc_column_text css=”.vc_custom_1458059276358{margin-top: -15px !important;}”]
Safety Net
This is one of the highest priority goals we recommend for investors, designed to ensure you have an emergency fund.
[/vc_column_text][/vc_column][/vc_row]