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  • Home
  • Group
    • Group Benefits
    • Group Retirement
    • Self-Administered Programs
    • UNIGAP
  • Personal
    • Life
    • Disability
    • Critical Illness
    • Segregated Funds
  • Health & Travel
  • Workplace
    • Accidents Insurance
    • Golf Clubs
  • Special Risks
    • Expatriates
    • International Students
  • Contact
  • About
Personal/Segregated Funds

Segregated Funds combine simplicity, protection and growth, helping you save for your retirement.

Segregated funds are a great option that includes guarantees to protect the amounts invested, and they provide the same tax advantages when the contributions are made to RRSP or TFSA accounts. The segregated funds allow you to invest in equities, bonds or money market securities.

A segregated fund investment plan also gives you the following advantages:

  • Protection of the amount invested at maturity of the investment and at death
  • Possibility of not paying probate fees, and rapid settlement in the event of death
  • Protection against creditors (under certain conditions)
  • Possibility of a lifetime guaranteed income

 

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Our Segregated Fund Plans Can Include

RRSP

Registered Retirement Savings plan (RRSP)

Get the tax benefit on your contributions until the money is withdrawn. The Segregated Fund plan provides multiple investment options to match each person's risk profile.

Non-registered Investments

Non-registered Investment Account

Your non-registered investments are protected against creditors (under certain conditions) and they do not have to pay probate fees in case of death. Also, you have multiple investment options to meet your risk profile, plus the flexibility to use your money.

TFSA

Tax-free Savings Account (TFSA)

Get the benefits of a segregated fund, keeping the flexibility to use your money, and neither investment earnings nor withdrawals are taxed.

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