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AIC’s tax-smart portfolio challenge: Is your portfolio tax-smart?

Do you know the impact portfolio turnover rate can have on after-tax returns? Do you understand the implications of all types of foreign investing? If your answer is no to either of these questions you need to take the AIC tax-smart portfolio challenge.

This simple test will help you to determine if your portfolio is tax-smart and if not, how you can make it tax-smart.

To take this test, talk to your financial advisor and ask for a copy of the AIC Tax-Smart bulletin, AIC’s tax-smart portfolio challenge: Is your portfolio tax-smart?

Advisors, log in to AIC Advisor Online to get the full bulletin.