Wealth Management
Welcome to the one place with everything you need to know about increasing wealth and securing your savings.
Preserve and grow your wealth for a better life
Let us help you find ways to save, achieve your goals and make sure the money you’ve worked hard for is now working for you
Discover your investment options
Investing can be simple. We’ll explain how it works so you can make smart choices.
Create your plan, with our help
We can become your personal long-term planning partners and counselors.
Bring your goals nearer
Over time, your investments and savings can help secure the future you want for you and your family.
Grow your wealth by investing with a safety net
Segregated fund policies give you the freedom to invest while offering insurance protection to preserve your savings. With our choice of guarantees, you can expand your wealth and secure it at the same time.
How do segregated funds work?
In a nutshell, a segregated fund is a pool of money spread across different investments. It’s managed by experts and helps you diversify your savings and protect them from dips in the market. Depending on how much you’re looking to invest, there’s a broad range of series choices with different fee designs.
Benefits of investing in segregated funds
Guaranteed savings protection
Choose one of our guarantees for maturity and death benefits, 75% or 100% of the amount invested, to help ensure your savings remain protected. This means that when your investment reaches its maturity date or when you pass away, if your investment is worth less than its guaranteed value, the insurance protection will top you up. Naturally, it will be proportionally reduced by any withdrawals.
Diverse portfolio
Invest in one of the widest selections of segregated funds in Canada, managed by award-winning investment managers. An advisor can help you make your choice based on your comfort with risk and financial goals.
Potential creditor protection
Your investments could be protected even if you face unexpected lawsuits or bankruptcy. With such protection, after your passing, the death benefit will go to your beneficiaries, not creditors.
Privacy
Your designated beneficiaries (if you decide to have them) are a private matter and won’t be disclosed.