Segregated Funds
As a certified insurance advisor, I offer segregated fund solutions that combine growth potential with guarantees, protecting your investments while supporting estate planning, creditor protection, and long-term financial security.
Segregated Funds combine the growth potential of investments with the protection of insurance guarantees. They are designed to safeguard your savings while offering unique advantages not found in traditional investments.
Benefits:
Growth potential through market-based investments
Insurance guarantees on principal at maturity or death
Bypasses probate with direct beneficiary designation
Possible creditor protection for business owners/professionals
Professionally managed portfolios with added peace of mind
With segregated funds, you don’t have to choose between growth and security—you get both. They can be a valuable addition to your financial strategy, offering stability while helping you pursue your long-term goals.
Let’s start your journey together.