NEW First Canadian Securities® 2019 CDE Short-Term Flow-Through LP PIV104 (Class A Units) & PIV105 (Class F Units), 100 % Tax Deduction

We have launched our new series of CDE flow-through limited partnership units (on FundSERV, PIV104 for Class A Units and PIV105 for Class F Units) for 2019 (details below).  

Our brand new Canada-wide First Canadian Securities® CDE flow-through features [see click-throughs at the bottom for Term Sheets, Subscription Agreement, Offering Memorandum, etc.]:

  • 100 % tax deduction; 45 % CDE tax deduction in 2019, and 30 % additional annual 30 % CDE tax deduction on declining balance in years subsequent to 2019 – THIS IS THE FIRST TIME CDE HAS A 45 % DEDUCTION IN THE FIRST YEAR, THAT IS A 50 % INCREASE IN TAX BREAKS FOR 2019 ! 

  • Great exposure to senior high cap energy producers !

  •  best interim NAVs from all flow-through LPs from 2018 (contact us for the comparison spreadsheet)

  •  no annual management fee (to our knowledge, we’re the only flow-through fund that currently offers this)

  •  investment only in publicly-listed companies (to our knowledge, we’re the only flow-through fund that currently offers this guarantee)

  •  senior resource portfolio manager is Andrew Cook of Palette Investment Management Inc., which has a superior track record managing resource portfolios

  •  key involvement by Horst Mueller, legendary senior technical analyst with Mueller Behavioural Analytics Inc. (exclusive to First Canadian Securities®)

  •  Watts, Griffis & McOuat (world renowned team of geologists and engineers with expertise in every aspect of the mining industry) provides mining industry advice (exclusive to First Canadian Securities®)

  • early tax-deferred dissolution/rollover scheduled for September 30, 2020, but could occur as early as April 30, 2020

  • custodian is CIBC Mellon Global Securities Services Company, and registrar, transfer agent and valuation agent is SGGG Fund Services Inc.

  • 5.75 % selling concession on Class A Units (IIROC, EMD and MFDA); additional 0.25 % override to any registered advisor who sends at least $500,000 in aggregate orders

  • fantastic benefits to donating First Canadian Securities® to investors’ favourite charities: after-tax cost of donation is almost free after-tax, i.e., it costs pennies to donate (versus a cost of 50

    cents on the dollar or more after-tax to donate cash).

Note: refresh your browser if you initially get a “Page cannot be displayed” message”

click here for Term Sheet

click here  for Client-Friendly Term Sheet (no mention of commission)

click here  for Offering Memorandum

click here  for Subscription Documents (national)

click here for Subscription Documents for ON and NB only (fewer pages than national)

 P.S.: First Canadian Securities® is pro-eligible, meaning advisors can also purchase Units

NEW First Canadian Securities® Québec Super Flow-Through LP PIV102 (Class A Units) & PIV103 (Class F Units), 117 % to 126 % equivalent Tax Deduction in 2019

We have launched our new series of Québec super flow-through limited partnership units (on FundSERV, PIV102 for Class A Units and PIV103 for Class F Units) for 2019 (details below), and have quickly surpassed the minimum offering amount.

 

Our brand new Québec First Canadian Securities® super flow-through features [see click-throughs at the bottom for Term Sheets, Subscription Agreement, Offering Memorandum, etc]:

  • 117 to 126 % equivalent tax deduction (the highest of any flow-through fund)

  • best interim NAVs from all flow-through LPs from 2018 (contact us for the comparison spreadsheet)

  •  no annual management fee (to our knowledge, we’re the only flow-through fund that currently offers this)

  • investment only in publicly-listed companies  (to our knowledge, we’re the only flow-through fund that currently offers this)

  • senior portfolio manager is Andrew Cook of Palette Investment Management Inc., which has a superior track record managing resource portfolios

  • key involvement by Horst Mueller, legendary senior technical analyst with Mueller Behavioural Analytics Inc. (exclusive to First Canadian Securities®)

  • Watts, Griffis & McOuat (world renowned team of geologists and engineers with expertise in every aspect of the mining industry) provides mining industry advice (exclusive to First Canadian Securities®)

  • early tax-deferred rollover scheduled for June 28, 2020, but could occur as early as April 30, 2020

  • custodian is CIBC Mellon Global Securities Services Company, and registrar, transfer agent and valuation agent is SGGG Fund Services Inc.

  • 5.75 % selling concession on Class A Units (IIROC, EMD and MFDA); additional 0.25 % override to any registered advisor who sends at least $500,000 in aggregate orders

  • fantastic benefits to donating First Canadian Securities® to investors’ favourite charities: after-tax cost of donation is almost free after-tax, i.e., it costs pennies to donate (versus a cost of 50 cents on the dollar or more after-tax to donate cash).

Click here for Term Sheet (English)

Click here for Term Sheet Client Friendly [no mention of commission] (English)

Click here for Offering Memorandum (English)

Click here for Subscription Documents (English)

Click here for the one page illustration on the 5 Year Plan for Flow-Through.   

Click here for a memo on Flow-Through versus RRSPs

Click here for a memo re Purchase by Corporation

Click here Purchase by Corporation versus Individual

Click here Donation Comparison versus Cash Donation (Québec)

Click here Powerful Benefits of Donating

P.S.: First Canadian Securities® is pro-eligible, meaning advisors can also purchase Units

NEW First Canadian Securities® 2019 Super Flow-Through LP PIV100 (Class A Units) & PIV101 (Class F Units), 117 % to 164 % equivalent Tax Deduction in 2019

We have launched our new series of super flow-through limited partnership units (on FundSERV, PIV100 for Class A Units and PIV101 for Class F Units) for 2019 (details below).  

Our brand new Canada-wide (outside Québec )  First Canadian Securities® super flow-through features [see click-throughs at the bottom for Term Sheets, Subscription Agreement, Offering Memorandum, etc.]:

  • 117 to 164 % equivalent tax deduction (the highest of any flow-through fund)

  •  best interim NAVs from all flow-through LPs from 2018 (contact us for the comparison spreadsheet)

  •  no annual management fee (to our knowledge, we’re the only flow-through fund that currently offers this)

  •  investment only in publicly-listed companies (to our knowledge, we’re the only flow-through fund that currently offers this)

  •  senior resource portfolio manager is Andrew Cook of Palette Investment Management Inc., which has a superior track record managing resource portfolios

  •  key involvement by Horst Mueller, legendary senior technical analyst with Mueller Behavioural Analytics Inc. (exclusive to First Canadian Securities®)

  •  Watts, Griffis & McOuat (world renowned team of geologists and engineers with expertise in every aspect of the mining industry) provides mining industry advice (exclusive to First Canadian Securities®)

  •  early tax-deferred dissolution/rollover scheduled for June 28, 2020, but could occur as early as April 30, 2020

  • custodian is CIBC Mellon Global Securities Services Company, and registrar, transfer agent and valuation agent is SGGG Fund Services Inc.

  • 5.75 % selling concession on Class A Units (IIROC, EMD and MFDA); additional 0.25 % override to any registered advisor who sends at least $500,000 in aggregate orders

  • fantastic benefits to donating First Canadian Securities® to investors’ favourite charities: after-tax cost of donation is almost free after-tax, i.e., it costs pennies to donate (versus a cost of 50 cents on the dollar or more after-tax to donate cash).

    Click here for Term Sheet

    Click here for Client-Friendly Term Sheet (no mention of commission)

    Click here for Offering Memorandum

    Click here for Subscription Documents (national)

    Click here for Subscription Documents for ON and NB only (fewer pages than national)

    Click here for the one page illustration on the 5 Year Plan for Flow-Through.   

    Click here for a memo on Flow-Through versus RRSPs

    Click here for a memo re Purchase by Corporation 

    Click here for Purchase by Corporation versus Individual

    Click here for Donation Comparison versus Cash Donation 

    Click here for Powerful Benefits of Donating 

    P.S.: First Canadian Securities® is pro-eligible, meaning advisors can also purchase Units