Sightline Conversations: Sprott Asset Management Offers Insight into Flow-Through Share Investing

Are you interested in saving more this tax season? Then it may be time to utilize flow-through share investing, one of the few remaining advanced tax planning strategies for Canadians. To help you learn more about this often-under-utilized strategy, Sightline Wealth Management’s Warren Gerow spoke with Jason Mayer, a managing partner at Sprott Inc. and senior portfolio manager at Sprott Asset Management, who utilizes his two decades of industry experience to structure flow-through share investment vehicles.

During this manager conversation, Gerow and Mayer provide an overview on what flow-through share investing is and how it can be utilized to help minimize your taxes. They specifically provide insights on:

  • An overview of flow-through shares and how they can help mitigate taxes
  • Why flow-through shares are in a limited partnership and what it means for investors
  • The differences between common shares and flow-through shares
  • How to determine the value of flow-through shares
  • The potential benefits of building a portfolio with flow-through shares
  • The typical size, cost, etc. of flow-through limited partnership agreements
  • Criteria for investments in limited partnership agreements
  • Ways to exit flow-through limited partnership agreements
  • The ideal investor for flow-through share investments
  • Top-line risks that are associated with flow-through share investments
  • How the economic environment impacts the level of interest for these types of investments
  • How to determine the duration of each partnership
  • The overall return history and typical tax reductions and credits for flow-through share investments

If you have any questions regarding flow-through share investing or what else you can do to gain tax efficiency, please do not hesitate to contact us at (416) 945-6228 with any questions.

Important Information: 

Warren Gerow is an independent investment wealth consultant at Sightline Wealth Management.

Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts. 

Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.  

Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.

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