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Corporate/Capital Class Mutual Fund Portfolios!

Corporate Class mutual funds are structured as a corporation, rather than a mutual fund trust. This enables investors to make investment decisions without being effected by tax concerns and benefit from tax deferral and increased compound growth over the long term.

Corporate Class Funds are structured as a single mutual fund corporate structure. This is different from typical mutual fund trusts that are structured as a single fund unit. When an investor purchases one of the Corporate Class Funds, they are essentially buying into a group of funds rather than a single mutual fund. Since all of the Corporate Class Funds are part of the same corporate structure, investors are able to switch from one Corporate Class Fund to another without triggering a taxable disposition. This is not the case if investors move from one mutual fund trust to another. Investors need financial flexibility to re-adjust their portfolio to suit lifestyle and financial planning goals. Corporate Class Funds are designed to give taxable investors the freedom to move from fund to fund without realizing a capital gain. Investors no longer have to stay locked in a single fund to avoid tax consequences.

Corporate Class Mutual Funds are best suited for:

• Higher-income earners who have maximized their RRSPs.
• Investing outside of a registered plan.
• Growing assets through deferral of capital gains tax.
• Adjusting your portfolios to capitalize on changing market trends without tax consequences.

portfolio4less we can design the perfect corporate class portfolio for you with your risk tolerance and time horizon in mind. Corporate Class funds are available through one of the following fund companies:

	Mackenzie		AIM/Trimark
	Fidelity		CI Funds
	Talvest		Franklin Templeton

As always, funds are purchased with no commission, transaction fees or trustee fees(with $50,000 minimum invested).

Contact our offices if you are interested in purchasing corporate class funds at 1-866-466-4745.