Services
Segregated funds
Investment contracts with insurance features
Segregated funds are insurer investment contracts that may include maturity/death guarantees, beneficiary designations, and creditor-protection considerations (contract and jurisdiction dependent).
Who it’s for
Investors who want market exposure with possible guarantee features, estate designation benefits, or asset-protection discussions.
Key points
- Possible maturity and death guarantee levels (contract dependent)
- Beneficiary designations that may simplify estate flow
- Creditor-protection discussions in some cases (not absolute; legal facts matter)
- Aligned to risk tolerance and goals
Content on this site is for general information only and is not personalized insurance or investment advice. Products are underwritten by the insurance companies; terms are governed by the policy contract. Please consult a licensed advisor for recommendations suited to you.
Discuss segregated funds
514-588-8136 · info@tbfinancial.ca