Our mission is to help our clients to create extraordinary lives, to provide the most thoughtful service experience possible, and to positively impact our community.
Who is this for?
As a business owner, you’ve put a great deal of time, money and passion into establishing and growing your business. Segregated funds – which are professionally managed pools of money spread across different investments – can help protect your money should you run into tough financial times.
How will this help me?
A segregated fund policy is an insurance policy. For that reason, it may be protected from creditors – not only for your personal registered assets, but also your non-registered assets. The potential for creditor protection may be available where the beneficiary shares a specific type of relationship with the annuitant; for example, if they’re a spouse, child or parent. This level of protection is not available with mutual funds.
Your decision should be made with the help of someone who really understands the product.