Through careful diversification of portfolio across a variety of assets, bonds and stocks, you are guaranteed full capital protection while enjoying a consistent return.

One of the biggest advantages of Segregated Funds is the Estate Benefit they offer. This makes looking after for your loved ones even in the event of death or injury easier. Clients are given the possibility of smooth estate investment proceeds to beneficiaries without any of the inherent legal costs, administrative difficulties or timely processing. Naming beneficiaries becomes quick and convenient, within the structure of the Segregated Fund, so in the event of an accident or death, they can inherit all proceedings privately and without incurring any of the associated legal, probate and estate fees.