Segregated funds offer a unique investment structure that allows you to participate in market growth while benefiting from built-in guarantees on a portion of your principal at maturity or death. This makes them a popular choice for investors seeking both growth potential and capital protection.
Our advisors work with you to determine whether segregated funds align with your financial goals, risk tolerance, and time horizon.
Check out this short video from Empire Life that goes over their Class Plus 3.0 product, which is designed to provide guaranteed retirement income for life.
Segregated funds can play an important role in estate planning and wealth transfer strategies. By allowing direct beneficiary designation, they may help simplify the transfer of assets and provide added privacy and efficiency compared to traditional investment accounts.
Segregated funds can be an effective tool for generating retirement income and creating a personal pension strategy. Through disciplined investing and long-term growth, segregated funds can help build a pool of assets designed to provide reliable income throughout retirement.
Unlike employer-sponsored pension plans, a personal retirement income strategy gives you greater flexibility and control over your investments while still benefiting from professional management and built-in guarantees. When integrated into a comprehensive financial plan, segregated funds can help provide sustainable retirement income while supporting your legacy and estate planning objectives.
Our advisors can help you develop a retirement income strategy that balances growth, protection, and income needs to support your lifestyle throughout retirement.
