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Jan 26

Justwealth Introduces Tax-Efficient Capital Preservation Portfolio

  • January 26, 2018
  • Exchange Traded Funds, Investing, Portfolio Management, Robo-Advisor

We are pleased to announce the addition of an industry-leading 64th portfolio into our robust lineup. The Justwealth Tax-Efficient Capital Preservation Portfolio was created based on overwhelming client demand and is designed to be a compelling alternative to Guaranteed Investment Certificates (GICs), term deposits or High-Interest Savings Accounts (HISAs).

After taxes and inflation, the returns from GICs, term deposits and HISAs all but guarantee that investors will be worse off financially after the investment has been completed. GICs and term deposits also typically feature inflexible commitment periods during which investors cannot access their assets or face a significant financial penalty if they do.

The Justwealth Tax-Efficient Capital Preservation Portfolio combines a variety of innovative and conservative Exchange Traded Funds (ETFs) that are expected to outpace the minimal returns offered on GICs, term deposits or HISAs, while maintaining a very low level of risk. Furthermore, most of the return generated from the Justwealth Tax-Efficient Capital Preservation Portfolio comes in the form of capital gains and dividends which receive more favourable tax treatment compared to interest income which is taxed at an individual’s highest marginal tax rate.

Investing in the Justwealth Tax-Efficient Capital Preservation Portfolio also gives investors access to all of the benefits that come with being a Justwealth client: access to a Personal Portfolio Manager; Canadian Investor Protection Fund coverage up to $1,000,000; convenient online account access; and many other value-added services.

As part of its comprehensive annual review of portfolios, Justwealth has also added four new ETFs and two new ETF providers to our platform. ETFs from both First Asset and Horizons ETFs will complement the existing lineup and will be included in the new Justwealth Tax-Efficient Capital Preservation Portfolio. In total, Justwealth now offers 64 different portfolios using 36 ETFs from nine distinct ETF providers, the most comprehensive suite of offerings in the Canadian robo-advisor industry by a wide margin!

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