Segregated
Funds
W.P.G. distributes a variety of segregated funds offered and managed
by some of the largest insurance companies in Canada.
Similar to mutual funds, segregated funds offer the additional
benefits of being governed under the Insurance Act and carry a death
benefit and principal guarantee that mutual funds are unable to
offer.
In most cases, segregated funds are generally protected from creditors
during bankruptcies and may bypass estate taxes on death.
As wealth planners, we consider each client's needs on an individual
basis and segregated funds may be integral to achieving your investment,
retirement, and estate planning goals.
The link below will take you to a chart comparing mutual fund and
segregated fund investments.
Segregated Funds vs. Mutual
Funds
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