Choice of funds
Mutual Funds
A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers. Our mutual fund dealer, Quadrus Investment Services Ltd., offers you a range of planning tools and support to help meet your investment needs. This includes the Quadrus Group of Funds, an exclusive family of mutual funds.
For mutual fund information, click here.
Segregated Funds
By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Segregated funds are regulated as insurance policies rather than as securities. This difference means segregated fund policies may have certain advantages including:
- creditor protection potential
- no trustee fees
- estate bypass
- death and maturity guarantees
For more information about segregated fund policies, click here.
