Financial Growth Strategies
Dividend-Paying Whol e Life Insurance
Segregated Funds / Guaranteed Investment Funds
Segregated Funds / Guaranteed Investment Funds are mutual funds offered through life insurance companies. There are however, a few advantages to choosing these over mutual funds.
These funds, offered through life insurance companies come with guarantees, ensuring that most of your investment is safe and secure in the case of market downturn. Choosing Segregated Funds / Guaranteed Investment Funds gives you the ability to enter the markets while reducing your risk of loss.
These funds are eligible for you RRSP's, TFSA's, LIRA's, RIF's, etc.
Professionally Managed Money (Portfolio Managers)
Investing with portfolio managers gives you access to alternative asset classes, specialized money managers, and preferred investments not generally available to the investing public. Professionally managed money has long been used by corporations, trusts, endowments, pension plans and high net worth investors.
We would love to give you access some of these Portfolio Managers, helping you reach your long-term goals with less risk and volatility.
These opportunities are eligible for cash investments, RRSP's, TFSA's, RIF's, LIRA's and transferring existing accounts into these investments is a straight forward process.
If you have any questions or would like more information on these and other wealth building strategies, we would love to chat.