As at March 15, 2024Show prices

SaskWorks Diversified (Class A - Series A) - 27.0173

SaskWorks Diversified (Class A - Series B) - 28.9904

SaskWorks Diversified (Class A - Series F) - 32.1737

SaskWorks Resources (Class R - Series A) - 24.6274

SaskWorks Resources (Class R - Series B) - 30.2651

SaskWorks Resources (Class R - Series F) - 26.2967

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 32.5% tax credit in addition to their RRSP tax deferral.

If you invest $5,000:*

Your Sample Taxable Income Marginal Tax Rate 32.5% Tax Credit** RRSP Tax Savings*** Your Total Tax Credits & Savings Your Cost
$45,000.00 25.5% $1,625.00 + $1,275.00 = $2,900.00 $2,100.00
$46,500.00 27.5% $1,625.00 + $1,375.00 = $3,000.00 $2,000.00
$60,000.00 33.0% $1,625.00 + $1,650.00 = $3,275.00 $1,725.00
$110,000.00 38.5% $1,625.00 + $1,925.00 = $3,550.00 $1,450.00
$140,000.00 40.5% $1,625.00 + $2,025.00 = $3,650.00 $1,350.00
$160,000.00 43.5% $1,625.00 + $2,175.00 = $3,800.00 $1,200.00
$225,000.00 47.5% $1,625.00 + $2,375.00 = $4,000.00 $1,000.00

* Investment of $5,000 is used as an example 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 32.5% of an investor’s total contribution are available, 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, iA Private Wealth Inc. (www.iaprivatewealth.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 Austin Bentz at 306-533-9170 or austinbentz@pfm.ca to locate one in your area.

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

  • Lump Sum: annual or semi-annual contribution;
  • Payroll Plan: deducted off your paycheques (requires employer approval); or,
  • Pre-Authorized Debit: regular withdrawal from your chequing account.

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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, iA Private Wealth Inc. (www.iaprivatewealth.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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