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Segregated Funds

Segregated funds could help diversify your savings and provide protection.

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Who is this for?

A segregated fund policy could be beneficial to anyone interested in diversifying their savings and providing protection from significant market downturns through guarantees.

A segregated fund is a collection of money distributed across a range of investments. Investment managers involved in segregated funds are regularly monitored and their performance is consistently evaluated.

How will this help me?

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Segregated funds can offer you and your beneficiaries protection through maturity and death benefit guarantees. These guarantees ensure your original investment is guaranteed – either 75% or up to 100% of your original value through a “top up” at the time of your death or maturity date. (Keep in mind, however, that withdrawals decrease your guarantees proportionately.)

Segregated funds can also be flexible – once you’ve established a segregated fund policy, you can switch to a different fund at any time. You can also choose to make either lump sum or regular contributions and you can withdraw money from your segregated fund, should you need it – just keep in mind that this will affect your maturity and death guarantees.

Protection when you need it

Segregated fund policies may be safe from creditors if you are sued or file for bankruptcy. They can also help you to seamlessly pass on your wealth when you die

Passing on your wealth seamlessly

When you die, the individual you’ve selected to settle your affairs could be faced with a stressful situation. A segregated fund policy can help with this process because the death benefit will go straight to your named beneficiaries instead of going through your estate. In the end, this has the potential to make the process of passing on your wealth both seamless and relatively stress-free.

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