Segregated Funds

The ideal option for certain specialized financial planning strategies

Segregated funds can play an important 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 can make segregated funds an ideal option under certain circumstances. GP Wealth Management can help you evaluate the potential benefits of adding segregated funds to your portfolio.

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Note: Segregated Funds are available through GP Capital Insurance Agency Ltd.