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 Tax-Smart Investing®
Preparing your 2007 personal tax return
 (Pointers, filing tips and avoiding mistakes)
Whether you prepare your own tax return or have someone do it for you, keep the following points in mind to help you plan and minimize any anxiety concerning your tax return.
Read more »
 84-page booklet
Using the power of tax savings to accelerate long-term wealth creation.
Federal Budget 2008
Responsible Leadership
The AIC Tax and Estate Planning Group has prepared an analysis of how the new Budget will affect you and your family.
Maximizing after-tax returns is what
matters most
 Combine tax planning and investing
Canadians often feel helpless at tax time as they watch the government take some of their hard earned income. Few people, however, think about maximizing their investment returns on an after-tax basis.
The impact of portfolio turnover
on investment returns
As portfolio turnover increases, so does the annual tax you pay
Frequent buying and selling of your investments results in less capital working on your behalf because of the constant drain from taxes being paid.
The true costs of redeeming your mutual fund units
Reacting to short-term events may work against your goal
When making a decision on whether or not to redeem your funds, you should consider your investment and tax objectives together.
The Impact of Personal Income Taxes on Returns and Rankings of Canadian Equity Mutual Funds
Read Executive Summary (4 pages) » Read the Full Report (52 pages) »
After-Tax Returns - What do they mean to you, the investor?
If you're investing in non-registered funds, you're losing returns
Not all funds are created equal. By simply looking at rates of return on a pre-tax basis, you're not getting the whole story.
Further Information:
The AIC Tax and Estate Planning Group is a group of tax professionals employed by AIC Limited. This group provides tax information, support, and advice to financial advisors and their clients across Canada. Contact your financial advisor today. Tax-Smart Investing® is a registered trademark of Kurt Rosentreter, licensed to AIC Limited. |
Tax Smart TAX-SMART INVESTING® In a country like Canada, where taxes can be almost 50% of your taxable income, saving taxes should always be a priority. At AIC, our investment approach incorporates tax planning to minimize your investment tax bill each year. This approach to maximize your after-tax returns is evidenced by our commitment to tax-smart education, a strong corporate philosophy grounded in tax minimization and our tax-smart investment products. A tax-smart portfolio is a portfolio that focuses on maximizing after-tax investment returns. After all, it’s not how much you earn, but how much you keep that matters most. AIC believes in maximizing after-tax wealth (i.e. your bottom-line cash flow). We are proud of being Canada’s tax-smart investment manager and a committed educator of Canadians in matters of investing, tax planning and an integrated tax-smart investment approach. |
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Buy. Hold. And Prosper.®
The AIC Logo and BUY. HOLD. AND PROSPER. are registered trademarks of AIC Global Holdings Inc. Used under license by AIC Limited.
