Mutual Funds

Mutual Funds from Insurance & investment

By: Insurance & investment  12-10-2015
Keywords: Financial Planning, mutual funds, financial advisor

A mutual fund is a type of professionally managed investment fund that pools money from many investors in many collective investment vehicles that are regulated and sold to the general public. The main idea behind this type of fund is to diversify your assets into a greater number of stocks, bonds, bills, etc. so you can lower the risk of being invested in too few positions and augment your chances of getting higher returns.

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Other products and services from Insurance & investment

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Personal Insurances

While most people wouldn't hesitate to insure their car or home against the unexpected, they often disregard the importance of insuring themselves! We often choose not to think about it, but what would happen to your family if something were to happen to you? The emotional trauma of death, accident and illness is bad enough, but the financial consequences can be just as worrying. Who pays the mortgage, school fees and living expenses?

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Segregated Funds

Segregated Funds are the engine behind all registered and non-registered investment plans (RRSP, TFSA, NRSP, RDSP, LIRA, etc.) so it's crucial to have a professional examine and compare them to make sure they are still the best choice for you. A good Financial Security Advisor will call you at least once every year to set up an appointment and check on the progress of your fund and how it's doing in the markets.

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Mutual Funds, Segregated Funds and Personal Insurances

Beyond our services, we create contracts in the fields of personal insurance (life, disability, medical, health, critical illness, long term care, etc.), segregated funds and mutual funds (for RRSP, TFSA, RDSP, NRSP, LIRA, etc.) to diversify, protect and grow your assets.

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Insurance & Investment

Our services are available in both English and French. If you use our toll free number (1-866-672-1758), please use extension #286 to reach our financial security advisor and mutual fund sales representative (Mr. Geoffroy Lemonde)