Segregated Funds

Segregated Funds, are a possible solution for those who want to invest in the stock market but are concerned about losing their capital or are concerned that the money will not be available upon retirement.

With a segregated fund there is an insurance element that provides for an insurance company to guarantee a minimum of 75% of the monies invested at the annuity date or the death of the annuitant.

Segregated funds work much like an insurance policy with the investment being creditor proof. This means that in the event of financial problems financial institutions cannot confiscate these funds.

What does a segregated fund invest in?

In many cases investors who manage Mutual Funds also manage Segregated Funds for insurance companies. Segregated funds have similar portfolios as Mutual Fund companies.

Who should purchase Segregated Funds?

Investors who are closer to retirement and still want to invest in funds are prime candidates for this type of investment. Self employed individuals and business people who have liabilities such as personal guarantees and exposure to liability law suites. Self-employed or small business owners who have signed guarantees for their businesses can protect themselves with Segregated Funds.

How do I sign up for Segregated Funds?

To receive a quote or to learn about how we can assist you, please call 1-866-500-5551 or use our quick on-line form and one of our friendly representatives will contact you within 24 hours.