Segregated funds can serve an integral role as part of a comprehensive wealth management plan. Given their classification as insurance products, segregated funds (sometimes referred to as Guaranteed Investment Funds or GIFs) offer a variety of unique characteristics, such as:
- Ability to lock in gains
- Principle guarantees
- Death benefit guarantees
- Protection from creditors
These characteristics make segregated funds the ideal vehicle for certain specialized financial planning strategies. Your ‘Blue-Chip’ Expert at Dundee can help you in evaluating 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.