CANOE PORTFOLIO CLASS Corporate Class Enhanced Taxes may be certain. But could be minimized ADVISOR PORTAL CONTACT FUND FACTS Canoe Financial 12.83 Last Close EIT.PR.B NAV 25.00 EIT.PR.B 0.05 26.00 PRICE & PERFORMANCE EIT INCOME FUND MUTUAL FUNDS INSIGHTS & VIDEOS NEWSROOM ABOUT FR  Canoe Financial is enhancing our Corporate Class structure. Many corporate class structures in the investment industry continue to be capped, or merged into trusts. Our new Portfolio Class maintains the benefits that you have come to expect from corporate class; tax-efficient income and tax-efficient growth. Taxes are Growing Faster Than The Necessities of Life A recent study has shown that taxes have grown faster than the other expenditures for the average Canadian family to become their largest expense. Additionally, the cost of taxes have grown faster than their income and also inflation. Data Source: Frasier Institute, Taxes versus the Necessities of Life: The Canadian Consumer Tax Index, 2017 edition. Benefits of Canoe Portfolio Class 1. Tax-efficient Growth The less taxes you pay, means more money remains invested to keep compounding and growing. Source: Caone Financial. Hypothetical $10,000 in Portfolio Class vs Mutual Fund Trust in balance porfolio comprised of 60% Equities and 40% Fixed Incomes. Assumes highest marginal tax rate of Ontario of 53.53% Marginal Tax Rate on Income, 26.77% Marginal Tax Rate for Capital Gains. 2. Tax-efficient Income Different forms of income have different tax rates. Canoe Portfolio Class aims to distribute the more tax efficient forms of income. Additionally, Canoe Portfolio Class Series T options for income distributes Return of Capital. This form of income is tax deferred, therefore no taxes will be paid on the income you receive until the capital is fully depleted. Source: EY 2018 Personal Tax Calculator. Assumes Ontario highest marginal tax rate for income, which is a marginal tax rate of 53.53% on income paying investments. Learn more Minimizing Taxes in Your Portfolio Taxes are your largest expense, learn how they may be minimized in your portfolio. Advisor Resources Portfolio Class Fund Codes Download the complete Portfolio Class line-up. Portfolio Class Enhancements Learn how Canoe is innovating its corporate class structure. Active. Independent. Focused. People Canoe® Team Portfolio Managers Sales Team Products EIT Income Fund Mutual Funds Price & Performance Resources Fund Facts Applications Proxy Voting Tax Slips 2020 Mergers About Our Story Community Involvement Media News & Insights Connect Contact Us Career Opportunities Advisor Portal Log in Canoe Financial Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the fund’s prospectus or the information filed about the fund on www.sedar.com before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Our communications, websites and tweets are not to be construed as a public offering to sell, or a solicitation of an offer to buy securities. Information is for review purposes only, and investors should consult their registered Investment Advisor for complete details and risk factors on specific strategies and various investment products, prior to making any investment decision. HomeLegal & Important DisclosuresPrivacyTrade MatchingContactRelationship DisclosureIRC LetterAODAUnclaimed Property Related & Connected Issuers © 2021 Canoe Financial