Our Mission

Preserving wealth by reducing taxes.

How Have We Performed?

Terra Flow-Through LP’s have performed well and provided attractive after-tax returns.

pp_2021

NAV for A Class units is on Rollover or December 31, 2021. Returns are for Ontario residents and assume the highest marginal tax rate. Past performance does not guarantee future results.

The Terra Difference

Terra LPs vs its peers. Easily distinguishable.

- - -
TERRA LPsPEER GROUP
Offering TypeOMProspectus
Flow-through share typeSuper Flow-ThroughSuper Flow-Through
Investments100% public companies≥ 80% public companies
DiversificationYes ~ 25 or more investmentsYes ~ varies
CEE tax deductions per $1k$1,053 ~$1,088$880 ~ $1,050
30% Critical Mineral Tax Credit per $1kUp to $270Up to $270
15% Mineral Tax Credit per $1kUp to $135Up to $135
Rollover / Maturity (target date)June 2023Sept 2023 ~ July 2024
FL: A ClassYesYes
NL: F ClassYesYes
Minimum investment$2,500$2,500
Management Fee2%2%
Performance Bonus20%20% ~ 30%
AuditorsE&Y LLPVarious
Legal & TaxStikeman Elliott LLPVarious
CustodianCanadian Western Trust CompanyVarious
AvailabilityCanada-wideCanada-wide

Investors should refer to the Offering Memorandum for more detailed information. The figures are for illustrative purposes only and are not intended as a forecast of future events. Actual tax deductions may be more or less. Tax rates are subject to change.

How We Build Portfolios

Terra actively invests and manages a diversified portfolio of primarily Super Flow-Through shares of publicly listed mining firms exploring for critical minerals (cobalt, copper, lithium, nickel, uranium, zinc, etc.) or precious minerals (gold, sliver, etc.), which provide attractive tax savings and potential additional returns.

Mining Super Flow-Through Shares

Targeted allocations are 50% to flow-through shares providing the 30% critical mineral exploration tax credit (CMETC) & 50% to flow-through shares offering the 15% mineral exploration tax credit (METC).

cmetc_targeted_allocations

Sector weightings are determined through individual stock selection by the portfolio manager. With investment, your capital is at risk.

Past Mining Investments

Terra LPs invest in public mining firms, which provide: (1) Canadian exploration expenses (CEE); (2) either the 15% mineral exploration tax credit (METC) or the new 30% critical mineral exploration tax credit (CMETC); and (3) additional provincial tax credits (BC, SK, MB, ON) or provincial tax deductions (QC). Terra LPs provide up to 130% in tax deductions and tax credits.

terrafunds_past-investments_2022