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.
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.
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