Tax-deferred Compounded Growth - Earnings inside the Global Plan can grow tax-free to help ensure maximum benefit. Taxes, if any, are paid by the student when funds are withdrawn to pay for studies. Since most students have little or no prior income, students pay little or no income tax.
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The Global Plan combines client contributions invested in large amounts to take advantage of investment opportunities. This pooling of funds enables the Global Plan to attain better returns than an individual investor using similar low-risk strategies. |
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Low-risk investments - Global understands that you are not just making a financial investment, but you are investing in your child’s future. You don’t want to take unnecessary investment risks and that’s why the Global Plan is prudently invested in provincial and federal government bonds and treasury bills to help ensure steady, consistent growth.
Professional managed investment portfolio - The Global Plan uses Scotia Cassel Investment Counsel Limited and UBS Investment Management Canada Inc. to regularly manage the plan and help minimize investment risk and ensure maximum growth.
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