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. 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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