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SEGREGATED FUNDS

If you are not guaranteed to get back at least most of your money...
then why would you make an investment?

When you buy a house or a piece of land, an antique or a stock, don't you, at the very least, expect to get a major partof your money back?

Why Putting Money Into Investment
Funds Without A Guarantee Is Risky

If you put money into a segregated fund, you are guaranteed, depending on age, at least 75% of your money to be returned at maturity. Or 100% at least, if you die within 10 years. This is not the case with mutual funds, which also lack other basic protections as:

MENU: INVESTMENTS

Segregated Fund Section


 
Mutual Funds
Segregated Funds
Maturity Guarantee
No
Yes
Stock Market Guarantee
No
Yes
Death Benefit
No
Yes
Creditor Protection
No
Possibly
Probate Exception
No
Yes

Segregated funds number about 6000 in Canada and range from risky to the very conservative. But apart from the funds you choose, you need to discuss the costs associated with with each particular segregated fund. A fund which has a fixed high costs must have a high return to make the investment worthwhile. This is something you must discuss with your advisor.

SEGREGATED FUND REQUEST FORM
Please complete the fields below and we'll contact you within 48 hours.

Investment Type
Investment Amount
Investment Objective
% Safety % Income % Growth
Investment Time Frame
Risk Tolerance
Investment Knowledge
Date of Birth
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Full Name
City
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Email
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Day Evening

 

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1405 Bishop Street, Suite 216, Montreal, Canada, H3G2E4
Tel: (514) 842-9001 - National Toll Free: (877) 842-3863

Licensed In The Following Provinces Of Canada:
Alberta, British Columbia, Manitoba, New Brunswick, Nova Scotia, Ontario, Quebec, Saskatchewan


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