Name
Tax Alpha: Unlocking the Power of Canoe’s Portfolio Class Structure
Date & Time
Thursday, October 2, 2025, 10:35 AM - 11:20 AM
Speakers
Description
Looking for smarter ways to grow and preserve your clients’ wealth? Canoe Portfolio Class is a unique investment structure designed to deliver tax-efficient distributions, primarily as capital gains and return of capital. Unlike traditional corporate class funds, it can distribute all income types, including interest and foreign income, while minimizing corporate tax drag. In this session, you’ll learn how this powerful tool can support tax-deferred growth, enhance after-tax returns, and give you a competitive edge in managing non-registered assets.
Location Name
Nakiska
Full Address
The Westin Calgary
320 4 Ave SW
Calgary AB T2P 2S6
Canada
320 4 Ave SW
Calgary AB T2P 2S6
Canada
Virtual Session Link
Location
Nakiska
Digital Handout