Segregated Funds
Segregated Funds
Secure Investments with Built-In Protection.
Segregated Funds are unique investment products offered by insurance companies that combine the growth potential of mutual funds with the security of insurance guarantees. They allow you to invest confidently, knowing your capital is protected and your estate can be transferred smoothly to your beneficiaries.
What Do Segregated Funds Offer?
Capital Protection – Guaranteed 75%–100% of your principal investment at maturity or upon death.
Growth Potential – Access to diversified investment portfolios managed by professional fund managers.
Estate Planning Benefits – Bypass probate and ensure quick transfer of funds to beneficiaries.
Creditor Protection – Potential protection from creditors (for eligible clients).
Flexibility – Choose from a wide range of funds to match your risk tolerance and goals.
Tax Advantages – Opportunities for tax-deferred growth.
Who Can Benefit from This Investment?
- Individuals seeking both growth and protection for their investments
- Business owners looking for creditor protection options
- Retirees wanting secure estate planning solutions
- Anyone with medium to long-term financial goals
Why Choose Us?
Access to top Canadian insurance companies offering segregated funds
Personalized investment strategies tailored to your needs
Expert financial advice with a focus on long-term security
