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Segregated funds


By anitashah64




Do you like the feeling of knowing that your money is well protected ?

Segregated funds is great choice for investments as it combines the growth potential of a mutual fund with a security of a Principal guarantee it operates under a fixed contract term, with a principal guarantee that protects your investments at maturity and death.

Estate preservation : Seg funds can be paid directly to your beneficiary, thus avoiding the cost and complications of probate this helps to keep your financial affairs private and more of your proceeds pass directly to your named beneficiaries.

Creditor Protection : Protects your money in case of a possible future bankruptcy.

Resets : When the current value of your investments is greater than your original investment, segregated funds allow you to benefit from market gains by resetting your guaranteed values typically extend your maturity date.

A Contract may be registered for Canadian tax purposes as RSP, RIF (retirement income fund) or in non- registered contracts. To establish a contract, you must make a minimum deposit of $5000.

There is confidence in knowing that your assets are well invested and well protected.
Segregated funds are a powerful investment solution to help you meet your needs.

Contact me
Anita Shah
647-407-5731
Life Insurance Advisor



 


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