About SaskWorks

As at August 18, 2017

SaskWorks Diversified (Class A - Series A) $18.2626 SaskWorks Resources (Class R - Series A) $11.1778

SaskWorks Diversified (Class A - Series F) $18.9777 SaskWorks Resources (Class R - Series F) $11.5138

About SaskWorks

SaskWorks Venture Fund is a mutual fund. Like any mutual fund, individual investors purchase shares in a professionally-managed pool of assets. Unlike most mutual funds, investors in SaskWorks receive a 35% tax credit in addition to their RRSP tax deferral.

If you invest $5,000:*

Your Sample Taxable Income Marginal Tax Rate 35% Tax Credit** RRSP Tax Savings*** Your Total Tax Credits & Savings Your Cost
$30,000.00 26% $1,750.00 + $1,300.00 = $3,050.00 $1,950.00
$50,000.00 33.5% $1,750.00 + $1,675.00 = $3,425.00 $1,575.00
$95,000.00 39% $1,750.00 + $1,950.00 = $3,700.00 $1,300.00
$145,000.00 44% $1,750.00 + $2,200.00 = $3,950.00 $1,050.00

* Investments of $3,500 and $5,000 are used as examples only. Investors may contribute any amount they choose to a maximum of $5,000 annually. All investments in SaskWorks are subject to a government-mandated 8-year maturity period.

** Tax credits equaling 35% of an investor’s total contribution are available for the 2016 tax year, regardless of whether or not the investment is held in an RRSP. 

*** RRSP tax savings are not unique to this investment.

This offering is made only by prospectus. The prospectus contains important detailed information about the securities being offered. Copies of the prospectus may be obtained free of charge from your Investment Advisor or the Fund’s agent, Industrial Alliance Securities Inc. (www.iavm.ca). Investors should read the prospectus and consult an Investment Advisor before making an investment decision.

Access to Saskatchewan-based Private Companies

SaskWorks Venture Fund uses its assets to invest in small- and medium-sized Saskatchewan companies. Since its inception, the fund has provided a unique opportunity for Saskatchewan residents to keep their investment dollars at home, helping to grow local companies and creating jobs in our province.

Investors Choice

The fund is divided into two share classes: Diversified (Class A) and Resources (Class R). Investors may choose to place 100% of their investment dollars in one of the share classes or divide their investment between the two by any allocation they choose.

Add SaskWorks to Your Portfolio

Shares in SaskWorks Venture Fund may be purchased through a licensed Investment Advisor or via a self-directed investing account. If you do not currently work with an advisor, please contact Ben Findlay at (306) 530-3689 or benfindlay@pfm.ca to locate one in your area.

You may invest in SaskWorks in one of the following three ways:

Please be advised that this offering is made only by prospectus. The prospectus contains important detailed information about the securities being offered. Copies of the prospectus may be obtained free of charge from your investment advisor or the fund’s agent, Industrial Alliance Securities Inc. (www.iavm.ca). Investors should read the prospectus and consult with an investment advisor before making an investment decision.

The shareholders of each series will not have recourse to the assets of any other series of Class A or Class R shares. Advisors and their support staff should review the following guide to SaskWorks Series F sales. Please don’t hesitate to contact the fund for further information.

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READ OUR PROSPECTUS > This offering is made only by prospectus. The prospectus contains important detailed information about the securities being offered. Copies of the prospectus may be obtained free of charge from your Investment Advisor or the agent, Industrial Alliance Securities Inc. (www.iavm.ca). Investors should read the prospectus and consult an Investment Advisor before making an investment decision.