Your Bridge to Cost Effective Insurance Mangement
"Our number one product is service"

Segregated Funds

Are you a business owner or professional seeking creditor protection?

Segregated Funds may be the answer.......

Segregated Funds are an insurance product combining a mutual fund-like investment with the protection of an insurance policy. As with mutual funds, an investor's money is pooled with the contributions of other investors to purchase a portfolio of securities. The value of the units purchased is based on the value of the underlying securities and will change in response to market conditions.

Segregated funds are fully RRSP and RRIF eligible and the wide range of funds available allow investors to choose the fund or funds that best suit their investment objectives and plans.

Compelling Reasons to Choose Segregated Funds

Segregated funds are one of the fastest growing investment vehicles in the market. With segregated funds, you can invest in established and emerging equity markets as well as a strong mix of real estate, fixed income, or balanced fund choices.

Advantages

  • No trustee fees
  • No transfer fees to move money between funds
  • No probate costs if you name someone as your beneficiary
  • Potential for creditor protection
  • Simplified tax reporting
  • Capital guarantees