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STEELWORKERS
LOCAL UNION 343
GROUP SAVINGS PLAN

Available to United Steelworkers of America Local 343 Members Only
 
Will You Be Ready?
Although people expect to either maintain or improve
their standard of living at retirement,
most are doing little or nothing
to achieve this.

Start Today!
Trimark's Group Plan makes investing easy...

Through Credential Securities monthly or biweekly deductions
 can be set up to be taken from your pay
making it easier than investing a lump sum at the end of the year.
 

Benefits of the Plan:

• Income tax is saved at the source.

You save on income tax directly as your deduction comes directly off your pay cheque, also getting your money working for you from day one.

• Trimark Group Plan members pay no loading fees.

Pay no loading fees, front and/or back end. You also save on the annual management fee. For example Trimark Canadian Fund's annual management fee of 1.64% compared to the same fund with a loading fee; 2.51%. Makes an additional annual savings of 0.84%.

Trimark Mutual Funds Included in the Plan:

Trimark Canadian Fund

This is a Canadian equity fund with the investment objective of strong capital growth with a high degree of reliability over the long term. Consists mainly of strong Canadian companies with high potential for growth at good value.

Trimark Income Growth Fund

This is a balanced fund with the investment objective of a steady and growing stream of income. Balanced portfolios have a combination of stock, bonds and T-bills, Trimark targeting a mix of 60% equities and 40% bonds.

A complete list of eligible funds is available upon request.  

Consider this...

Who's ahead when they're both 65?

Not Sure Where to Start?

 
Set up a free consultation with
Mike Fobert
Investment Advisor
at
 Credential Securities,
in association with
Unity Savings and Credit Union

Using a unique financial planning software called
 
Mike can help explain and determine
the best investment strategy to fit your individual needs.
 
Contact Mike Fobert by:
Email: fobert@unitysavings.com
Phone: (613)546-5567
Located at: Unity Savings and Credit Union
850 Princess St.,
Kingston, ON
K7L 1G3

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