Investment Management

Insuring Your Future

Guarantee Capital

Guarantee Capital contracts offer the benefits of protection and potential for investment growth. You can choose different guarantee capital percentages for your investment, such as 75/75, 75/100, or 100/100.

Potential Creditor Protection

Protect your assets from creditors (including a possible future bankruptcy), because Segregated Funds are classed as an insurance contract.

Name Beneficiary

Name a beneficiary is private and can be known by the person you have designated. You can name your beneficiary on the account not only for RRSP, TFSA, also for the no-registered account. It can save a lot of money for probate fees.

Flexible Access to Your Money

You can flexibly access your retirement savings when you need it. You may take cash withdrawals, set up regular annuity or change to different terms payment, or change amount settings. But be cautious to consider the tax-free limits.

Bypass Probate

You can designate beneficiaries on many types of asset accounts. No probate fees charged once the account owner is deceased, which can save the owner’s beneficiaries time and money.

Dollar Cost Averaging

A long-term investment strategy. Invest equal amounts into an asset at regular intervals for a long time. It is a method to reduce the risk of investment in a lump sum.

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