Tax-smart solutions

Tax-smart investment solutions are an important – and beneficial – part of your financial plan.

Tax-smart investing strategies

Fidelity Tax-Smart Solutions

It’s always good to be smart about taxes, no matter what stage of life you’re in. And Fidelity has the services, the products, the research capabilities and the tools to help you build and grow your investment portfolios so you can achieve financial success.

Fidelity Corporate Class funds are mutual funds, but are held and taxed within a single corporation. This provides tax-deferred growth through the potential for reduced taxable distributions, which means more money stays in your account to grow.

Fidelity T-SWP® (Fidelity Tax-Smart Withdrawal Program) and T-SWP® Class are designed to provide tax-efficient monthly cash flow for non-registered investments.

Fidelity is an industry leader in the variety of investment classes we make available to investors, with more than 100 tax-efficient investment options.

According to a proposed change in the Canadian federal tax rules, effective January 1, 2017, switching shares of a class fund to shares of another class fund within a mutual fund corporation will be deemed a disposition at fair market value for tax purposes and will trigger a capital gain or loss. The proposal does not apply to switches between different series of the same class fund.

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