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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)
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Mutual Funds Provided Through FundEX Investments Inc.


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