Tax-Smart Investing, Simplified

Minimize the amount of tax you pay

How much tax can you save?

Past Performance















After-tax returns are for no-load units on maturity/rollover. Returns are net of fees and assume the highest marginal tax rate for each province. Past performance does not guarantee future results. Last update: June 30, 2018.

Managing FTLPs since 2005

$250 million

Tax benefits to Investors




Average time to maturity

Even More Benefits

  • Low minimum

    Starting at $1,000

  • No hidden fees

    Know exactly what you pay, no surprises

  • You're in control

    Redeem, reinvest, transfer or donate in ≤ 1 year

  • Since 2005

    Now managing our 19th fund

  • Safe & secure

    Investments & personal data are securely stored

How Much Will I Save?

Use our simple calculator to find out how much tax you can save.

How It Works

We reduce the complexity and cost for saving taxes.

Real People, Real Support

We have a dedicated team, ready to answer your questions.

Who is eligible to invest?

Canadian taxpayers seeking affordable tax savings.

How do I make an investment?

Contact your investment advisor or use the button below.