Segregated
Funds

Segregated Funds

Segregated Funds are similar to mutual funds from an investment perspective, but offer a number of advantages including:

  • Principal guarantees at maturity and death/li>
  • Predictable and sustainable retirement income/li>
  • Market gains can be locked-in and guaranteed/li>
  • Potential creditor protection/li>
  • Death benefit proceeds go directly to the beneficiary, bypassing your will and probate fees