Tax Efficient Funds

There are a number of different tax aspects to consider when investing in mutual funds in non-registered accounts.

Here are some excellent links:

• Scotiabank's page on mutual funds and taxation 
• Mackenzie's Capital Class funds
• AIC's 2003 published research on after tax fund returns
• Fidelity Tax Smart Withdrawal Program™
• Templeton on their Corporate Class tax-effiecient funds
• AIC Funds' Tax-Smart Investing page
• TD Mutual Funds' article More Cash, Less Tax
• Issue 166, December 2000 - The New Tax Efficient Money Market Funds
• Issue 198, September 2003 - A Tax Efficient Balance
• Tax efficiency of Exchange Traded and Index Funds

Please feel free to email us or contact our service centre at 416-863-7777 or 1-800-387-9273 with any

Note, ScotiaMcLeod does not provide tax advice.   This information is provided for general reference.  Each client should consult their own tax advisor for information on their specific situation.