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Segregated Funds

Segregated Funds are suitable for investors who prefer a guarantee that their investments will hold some of their value or need potential protection of their assets from creditors. They combine the potential for returns and a diverse choice, along with the guarantee and protection of an insurance product. Segregated Funds offer estate planning benefits & principal deposit guarantees after a specified number of years. They are best suited for small business owners, professionals subject to personal liability losses, and people interested in estate planning who have a preference for deposit guarantees.

 





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Insurance products and financial planning services are offered through Stewart, Fisher & Associates Inc.
Mutual funds are offered through Quadrus Investment Services Ltd.