Segregated funds definition: Canadian life insurance companies offer segregated funds to long term investors who seek the growth potential and liquidity of a mutual fund, combined with the security of a life insurance contract. Like mutual funds, segregated funds are professionally managed pools of capital in securities such as bonds, debentures, stocks and market indexes. We broker hundreds of segregated funds offered by 9 different life insurance companies. The market value of segregated funds will fluctuate, depending mostly on the asset mix of the pool and on general economic conditions.
Segregated fund contracts can be registered (held inside an RRSP, RRIF, RESP, TFSA) or non-registered (cash).
If you would like more information on segregated funds or would like a free, confidential, second opinion on your current segregated fund portfolio please call 1-877-830-7000 or contact us.
For a free quote and consultation on segregated funds, please call 1-877-830-7000 or contact us.