Mutual and Segregated Funds

Mutual and Segregated Funds are standard investing vehicles that allow clients to diversify based on their individual risk tolerance and investment objectives. There are over 15,000 various mutual/segregated funs available for sale. As your advisor, it is our role to identify your investment objectives and risk tolerance and help you achieve your specific goals. We have knowledge and expertise to select funds that are appropriate for you based on your individual circumstances.

Segregated Funds are Mutual Funds offered by insurance companies. This allows for both death benefit and maturity guarantees not available with mutual funds. Other advantages include creditor protection, probate avoidance, and named beneficiary designation on non registered money. Segregated Funds are valuable for business investments for the aforementioned reasons.

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