Invests in stable, later-stage
companies with existing products, customer
bases and strong management teams
•
Invests - using private placement loans - because loans offer
yield and a built-in exit strategy – monthly
interest and principal payments
•
Substantial tax credits -
30% (15% federal and 15% provincial) plus 15% proposed
Provincial Tax Credit on additional $2,500* under the
Labour-Sponsored Investment Fund (LSIF) program
•
Concrete and transparent -
you can see exactly where your money is invested, including
payback schedules for all the companies in the Fund
*15% Federal Tax Credits + 15% Provincial Tax Credits on $5,000
investment, plus 15% proposed Provincial Tax Credit ($375) on additional
$2,500. Tax savings attributable to any RSP-eligible
investment, assuming the investor’s marginal rate applies
to the full amount of the deduction (46.41% maximum marginal
rate based on current tax rates). The increase in tax credit
limit was proposed in the 2007 Ontario Economic Outlook and Fiscal
Review and must be passed by the Ontario Legislature to become
law.
