The Investors Group Corporate Class structure creates the freedom to rebalance investments while you focus on building wealth, without incurring the immediate tax liability normally triggered by switching between funds. Placing your non-registered investments inside the structure provides the benefits of tax-deferred compound growth much like RSPs but without the traditional age barriers and annual maximum contribution limits. When the time is right and you need to depend on your investments to provide monthly cash flow, our Allegro Corporate Class Portfolios TM – T Series take it a step further by providing steady, tax efficient payouts through their return of capital feature.
Features and Benefits
Investors Group Corporate Class structure is created with the following benefits in mind:
As you build your non-registered investment portfolio, adjustments will be required along the way to fine tune your mix of investments. When rebalancing inside the Corporate Class structure, unlike unit trusts or direct investments, taxes are deferred, allowing the full value of your portfolio to grow through the compounding benefits of tax deferral – ultimately helping you to build wealth faster.
Steady monthly payouts The Allegro Corporate Class Portfolios Series T shares provide a steady monthly cash flow while taking advantage of the tax-deferral benefits and potential growth of your investments held within the Corporate Class structure. Each month, you will receive a regular payment, based on the risk level of the portfolio selected and its market value. Your payout is a return of capital, which is part of your original investment and not subject to tax. In addition, as the payout is not income, it has no impact on income-tested benefits such as the OAS Clawback.
Diversification Investors Group Corporate Class provides true cross-sector and geographic diversification, allowing your Consultant to design a portfolio that reflects your tolerance for risk.
Opportunity Your investment is positioned to give you tax planning benefits throughout the lifecycle of your investments.
Features and Benefits
Investors Group Corporate Class structure is created with the following benefits in mind:
Steady monthly payouts The Allegro Corporate Class Portfolios Series T shares provide a steady monthly cash flow while taking advantage of the tax-deferral benefits and potential growth of your investments held within the Corporate Class structure. Each month, you will receive a regular payment, based on the risk level of the portfolio selected and its market value. Your payout is a return of capital, which is part of your original investment and not subject to tax. In addition, as the payout is not income, it has no impact on income-tested benefits such as the OAS Clawback.
Opportunity Your investment is positioned to give you tax planning benefits throughout the lifecycle of your investments.
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