Segregated Funds

Segregated Funds from Insurance & investment

By: Insurance & investment  12-10-2015
Keywords: Financial Planning, financial advisor, wealth management

A Segregated Fund or Seg Fund is a type of investment fund administered by Canadian insurance companies offering certain guarantees to the policyholder such as reimbursement of capital upon death. They provide a guarantee to protect part of the money you invest (75% to 100%). They are often referred to as "mutual funds with an insurance policy wrapper", so if insurance isn't possible for you, this could be a way to save and insure yourself all at the same time. Segregated funds consist of a pool of investments in securities such as bonds, debentures, and stocks.

Keywords: financial advisor, Financial Insurance, Financial Planning, Financial Planning & Investments, Financial Security Advisor, Insurance company funds, investment advice, Investment Advisory Service, nrsp, retirement financial services, retirement planning, rrsp, Saving Money, Savings, Segregated Funds, Segregated funds garanties, wealth management,

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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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Mutual Funds

Mutual 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 Mutual Fund Sales Representative 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)