You've earned money, and you want it to grow, that's why investing wisely becomes an important element in your personal financial plan. That's also why we've built an in-house expertise in investing. We have a spectrum of registered, non-registered, fully guaranteed and non-guaranteed investment vehicles that we tune to the specific needs of each client.
Our investment strategies are individually created after we complete an in-depth conversation using a detailed questionnaire. We want to know your investment objectives and how you view risk from the very beginning. Once this is defined, we can create an investment strategy that is designed to minimize risks while pursuing your targets for growth.
Investing can happen in many ways. Segregated Funds, Mutual Funds, Guaranteed Investment Products, Savings and Residential Mortgages can all be excellent investment tools when used in the right mix.
And if you're in need of a mortgage, or if your existing mortgage is going to renew soon, our mortgage specialist will be happy to assist you.
A description of the key features of the segregated fund policy can be found in the information folder.
Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.