Managing the Present to Plan for the Future
Insurance Quote Request Form
Online Portfolio Service

Mutual Funds

Segregated Funds
Segregated investment funds ("seg" funds) are investment funds offered by life insurance companies. The fund assets are separated or "segregated" from the insurance company's other assets to protect the investor in case of the company's insolvency. When you purchase a segregated fund, you are actually buying an individual variable insurance contract.

Segregated funds offer investors several advantages over regular mutual funds:
  • Guaranteed Principal - Most funds guarantee 100% of the principal invested at the end of 10 years.
  • No Probate Fees - Fund assets pass directly to beneficiaries, avoiding costly estate and probate fees.
  • Reset Feature - The guaranteed principal can be reset or "bumped up" during the 10 year period.
  • Creditor Protection - Fund assets are generally protected from creditors.

Guaranteed Investment Certificate (GIC)

Tax Free Savings Accounts (TFSA)
Click here for TFSA tips

Mutual Funds Provided Through FundEX Investments Inc.

Home ~ About Us ~ Products ~ News ~ Resources ~ FundEX ~ Contact

Investor Privacy Notice ~ Website Disclaimer

Managing the Present to Plan for the Future

Privacy Statement Terms of Use Site Map © Copyright 2010 by McCannell Financial Group

Website maintenance by YasTech Developments