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What are Segregated Funds?

Everyone has a different comfort level when it comes to investing. While some are open to a wide range of investment options, others prefer financial products that offer certain guarantees on their capital, such as a Segregated Fund.

A Segregated Fund is a type of investment fund that combines the growth potential of a Mutual Fund with the security of a life insurance policy. Like Mutual Funds, Segregated Funds consist of a pool of securities such as bonds and stocks. As required by Canadian Law, Segregated Funds are fully segregated from the company’s general investment funds and offer at least 75% protection.

This blanket of protection make Segregated Funds an attractive choice for those who want to invest their money, but want to do so with little or no risk at all. Perhaps you have a growing family, or have just started a small business and would like to protect your investments from the risk of exposure to creditors. Regardless of your financial situation, Stand-Up Advisor provides Segregated Fund options that reflect your comfort level.

With a Segregated Fund you can:

  • Get 75% - 100% protection
  • Earn a favourable financial return
  • Register your investments and qualify for annual tax-sheltered RRSP contributions

Stand-Up Advisor understands the importance of flexibility when it comes to your investment, which is why we offer financial products with a 100% stock option within a Segregated Fund.

You can also apply this strategy to registered or non-registered investments, education savings plan or to repay your Home Buyer Plan. 

Why Stand-Up Advisor?

At Stand-Up Advisor, we offer highly competitive rates for all Segregated Funds coupled with a complete financial needs-based analysis, so that we can help you determine what kind of fund is right for you.

As an independent financial consulting firm, Stand-Up Advisor is not bound by exclusivity contracts. This allows us to do two things: 1) Gain access to all available products 2) Compare and offer the most competitive rates.

Protect your next investment. For more information on Segregated Funds, contact us today.

*Mutual funds are brokered through Botica