Building Your Wealth:
Investments
Investments
We offer numerous investment and savings opportunities in Segregated Funds. Whether you are looking at an RRSP (Registered Retirement Savings Plan) or non-registered savings plan, we can help you get started.
It's never too early to begin saving. Statistics show that more Canadians are spending their hard-earned income on debt, rather than saving for their future.
What are
Segregated Funds?
Segregated Funds (or "seg funds") are basically the insurance industry’s version of mutual funds.
Like mutual funds, Segregated Funds are pooled investments where the investor deposits money with a professional fund manager in return for units of the fund.
There are a few key benefits to owning Segregated Funds that are not available with mutual funds.
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Talk to our expert team today to learn more.
Types of Investments
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Building Your WealthTax-Free Savings Account (TFSA) Registered Retirement Savings Plan (RRSP) Registered Education Savings Plan (RESP) Non-Registered Investments
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Protecting Your WealthLife Insurance Critical Illness Disability Insurance Guaranteed Approved Insurance
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Added Value ServicesTravel Insurance Health & Dental Group Plan