Hi, fellows:
While give up so many tax to CRA and then to other aliens, instead of yourself?
Please call 647-234 6666 for great tax refund and high petential return before RRSP deadline 3/01/09. You will not regret for sure.
Alvin
From: VentureLink Funds <ema...@venturelinkfunds.com>
Subject: e-Newsletter: Would you sell a fund that...
To: "YONG WANG" <wyz...@yahoo.com>
Date: Friday, February 20, 2009, 9:23 AM
 |
|
|
 Would you sell a fund that....
- Outperformed S&P/TSX Venture Composite by over 65%*
- Outperformed BMO Nesbitt Burns Small Cap Index by 43%*
- Outperformed S&P Composite Total Return (Cdn), Russell 2000 (Cdn) and Nasdaq Composite by over 24%*
Here are marketing strategies to get you through the end of the RRSP Season
As the end of the RRSP season approaches, your clients may not be sure if they can put money into their RRSP this year as they may be feeling nervous and apprehensive of the economy and their investments. Here is one strategy that may not work for all your clients but could be a great solution for others.
Invest $7,500 into the VentureLink Brighter Future Equity Fund
- Contribute $7,500 - put these dollars into your clients RRSP and receive both the RRSP contribution receipt and the tax credits for the purchase.
- LIRA Opportunity - utilize LIRA's. Quite often, investors treat LIRAs as dead money. Why not do a sell and a buy of an asset inside the LIRA and buy VentureLink Brighter Future Fund? This will allow them to access funds in a LIRA sooner.
- RRSP Loans - Our relationship with B2B via CI Funds provides an opportunity to get a $7,500 loan. Use the combined tax savings to pay off the majority in the first 3 months. The overall cost is minimal!
- Sell some of your clients current investments - within their RRSP and purchase the fund. They will only receive the $1,875 in LSIF tax credits for the 2008 tax year. If they are not able to make a contribution and do not want to do a loan, this is another way to take advantage of existing money and generate a credit.
Why NOT? - a great opportunity!
This Brighter Future Fund is a Retail Venture Capital Fund, (formerly known as Labour Sponsored Investment Funds).
- It is comprised of a later-stage portfolio of well capitalized companies involved in alternative energy, environmental solutions, bio-technology and information technology. Opportunistic entry point for all new investors and ideal time for repurchase by existing investors.
- Offers 15% provincial tax credits on an annual purchase of up to $7,500 and 15% federal tax credit on an annual purchase of up to $5,000. In exchange for the investment, your clients get a tax credit. An investment of $7,500 in the first 60 days of 2009 will get them $1,875 in tax credits for 2008. In addition, they would get an additional $375 in Federal tax credits for 2009 by using the unclaimed $2,500 investment for your client's 2009 tax year- a total of $2,250.
Why invest in this fund?
The performance of this fund since inception compares favourably to other funds of this type, and even more so against broader indices (*source: Globe Hysales One Year Returns, as of January 31, 2009). In the past year, this fund has:
- Outperformed S&P/TSX Venture Composite by over 65%
- Outperformed BMO Nesbitt Burns Small Cap Index by 43%
- Outperformed S&P Composite Total Return (Cdn), Russell 2000 (Cdn) and Nasdaq Composite by over 24%
Competitive Advantage
- Strong Cash Position & Liquidity - VentureLink is one of the only venture capital funds in the province with a large cash position and thus able to attract the best deal flow from target investee companies
- Well Capitalized - Most of the companies in the portfolio raised capital prior to the downward turn in the market and are well positioned to fund operations over the next couple of years.
- Mature Portfolio - over 70% of the investments have been in the portfolio for over 5 years thereby reducing the “start-up” risk traditionally found in retail venture capital portfolios.
For further information, contact your VentureLink sales representative.
| |
| | |
