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Segregated Funds

Invest in a safety net while building your wealth

Segregated funds bring the best of mutual funds and life insurance together into a more secure investment. With insurance guarantees, you can mitigate the risk of investing in the marketplace.

Investments: Segregated Funds

What are segregated funds and how do they work?

What are segregated funds and how do they work?

Segregated funds provide the benefit of insurance guarantees while offering the investment diversification and active professional management of a mutual fund. Like a mutual fund, segregated fund investors pool their money into each fund and can target different investment objectives such as a certain industry, timeline, asset, and geographical region. 

 

When you buy your policy, the insurance company guarantees some or all of your original investment (your choice – it’s typically 75% or 100%). So even if markets go down, you’ll get some (or all) of that original investment amount back when you die or your policy matures.

Investments: Segregated Funds

What do segregated funds offer?

Additional Benefits

Equity 

Fixed Income

Speculative

What do segregated funds offer?

Let's work together to get you on track to reach your investment goals.

Learn about the investment process and book a FREE 30 minute introductory meeting:

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