INVESTMENT PRODUCTS AVAILABLE

Author: Kevin Slater |

Mutual Funds 

Pooled savings in a diverse portfolio of investments managed by professional money managers.   

Funds Available: No load, Front end load, Tax-efficient D series, Corporate Class, Labour-sponsored Investments 

Segregated Funds 

Policies that combine insurance and mutual fund investments together.  You can grow your investments in the financial market, while insurance protection guarantees some (or all) of your initial investment.   

Funds Available: No load, Front end load, Tax-efficient D series, Corporate Class 

A description of the key features of the segregated fund policy is contained in the information folder.

Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value.

Annuities 

A financial product that will pay a steady stream of guaranteed income for a set period of time depending on which annuity option you choose. 

Annuities Available:  Life Annuity, Term Certain Annuity, Variable Annuity 

GIC's 

A guaranteed investment certificate is a low risk investment that offers a guaranteed rate of return over a fixed period of time.   

High Interest Savings Accounts 

A type of savings account that pays higher interest than standard savings account.  They are designed to save money in for a longer period of time.  



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