Don't Miss Your Additional

32.5% in Tax Credits

Westcap,

You have Golden Opportunities units that mature on or before February 29, 2024. That means an additional 32.5% Tax Credit is available to you!

No new money is required – you can "roll" (reinvest) up to $5,000 of your mature units to receive tax credits for your 2023 tax filing.

A $5,000 investment made 8 years ago can now be rolled for a value of up to $13,066.*

Based on a $5,000 Class i-share investment made November 27, 2015, 30% in initial tax credits in 2015, 47.5% marginal tax rate, increase in share value as of November 24, 2023 and $5,000 reinvested for 32.5% in additional tax credits for the 2023 tax year. 

Ready for Your Tax Credit?

Contact your Financial Advisor today!

*Class A-share A Series based on 1 year and 3 year returns, A-F Series based on 1 year and 3 year returns, and A-B Series based on 1 year and since inception returns, as at November 30, 2023 per Fundata.

SOLD BY PROSPECTUS ONLY. Please read the Prospectus, which contains important detailed information, before investing. A free copy is available from your Financial Advisor or the Principal Distributor, Wellington-Altus Private Wealth Inc., at wellington-altus.ca. Commissions, trailing commissions, management fees and expenses all may be associated with Retail Venture Capital (RVC) Fund investments which may not be suitable for all investors. RVCs are not guaranteed, their values change frequently and past performance may not be repeated. Tax credits are available to eligible investors on investments up to $5,000 annually, provided that the shares are held for at least eight years from the date of purchase. Redemption restrictions may apply. This is not intended to be tax advice; investors should seek a professional for tax advice. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns.