Why Segregated Funds?
Principal Protection
Guarantees that protect a significant portion of your principal (typically 75% to 100%) upon maturity or death.
Creditor Protection
In many cases, segregated funds may be protected from creditors, making them ideal for business owners and professionals.
Estate Benefits
Assets bypass probate and flow directly to beneficiaries, ensuring a faster and more private transfer of wealth.
Retirement Planning
We offer various tax-advantaged accounts to hold your segregated fund investments:
- RRSP: Retirement Savings
- TFSA: Tax-Free Growth
- RESP: Education Savings
- Non-Registered: Flexible Investing