Segregated Funds
The ideal option for certain specialized financial planning strategies
Segregated funds can play an integral role as part of a comprehensive financial plan.
Classified as insurance products, segregated funds (sometimes referred to as Guaranteed Investment Funds or GIFs) offer several unique characteristics, such as:
- Ability to lock in gains
- Principal guarantees
- Death benefit guarantees, and
- Potential creditor protection
These characteristics make segregated funds an ideal option under certain circumstances. Your 'Blue-Chip' Expert at Dundee can help you evaluate the potential benefits of adding segregated funds to your portfolio.
Dundee Insurance Agency offers a variety of segregated funds from Canada's leading insurance companies. Talk to your Dundee representative for more information.
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