Planning Concepts

As at October 18, 2019

SaskWorks Diversified (Class A - Series A) $21.2263 SaskWorks Resources (Class R - Series A) $11.2614

SaskWorks Diversified (Class A - Series F) $23.2343 SaskWorks Resources (Class R - Series F) $11.8400

Concept #1 – Funding RRSP/RRIF Insurance Premiums

Having the government take up to half of the remaining RRSP balances is not very appealing!

The tax credits will often fund the entire amount of insurance required to replace the hard-earned retirement savings that the government would otherwise claim at the time of death. [There are specific rules governing when and how an RRSP, RRIF, Locked-in Retirement Account (LIRA), or Life Income Fund (LIF), may acquire shares of SaskWorks Venture Fund.]

Investment in an LSIF is subject to certain restrictions on resale and redemption. An investment in an LSIF is speculative and may not be suitable for all investors. Income tax savings are only one aspect of an investment in an LSIF. The merits of the investment as a whole should be considered. LSIF shares are offered by prospectus only. Consult the applicable LSIF prospectus for full details of the offering.

Rewritten with permission, based on a series of original articles written by Allan Jacks, Vice-President, Sales, Crocus Investment Fund. Previously published in CAIFA Winnipeg IMPACT Magazine.


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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. ( Investors should read the prospectus and consult an Investment Advisor before making an investment decision.