Protected Investment Growth

Invest with Protection
You Can Trust

Segregated funds give you the growth potential of mutual funds PLUS insurance benefits like principal protection, creditor protection, and estate planning advantages.

Average Return

6-10%

Principal Protected

100%

Unique Advantages

Why Choose Segregated Funds?

Benefits that mutual funds simply cannot offer

100% Principal Protection

Your investment is protected—get back 75% to 100% of your initial investment at maturity or death.

100% protection at death

75-100% at maturity

Reset options available

Never lose your principal

Creditor Protection

Shield your assets from creditors when you name a beneficiary—ideal for business owners and professionals.

Name a beneficiary

Shield from creditors

Business owner protection

Professional liability safety

Estate Planning Benefits

Pass wealth directly to loved ones, bypass probate fees, and maintain privacy.

Bypass probate fees

Faster distribution

Maintain privacy

Direct to beneficiaries

Market Growth Potential

Participate in market gains with professional management while your principal stays protected.

Professional management

Diversified portfolios

Multiple fund options

Lock in gains with resets

Segregated Funds vs Mutual Funds

See the difference for yourself

Feature	Segregated Funds	Mutual Funds
Principal Protection
Creditor Protection
Bypass Probate
Professional Management
Diversification
Tax-Deferred Growth

Ready to Invest with Peace of Mind?

Let us show you how segregated funds can protect your investment while helping it grow

Invest with ProtectionYou Can Trust