InvestmentS

Segregated Funds

Did you know that the life insurance industry, and specifically Segregated Funds, have been around longer than mutual funds! Segregated funds were first offered in Canada in 1961, while mutual funds made their debut in 1969.

At Financial Essentials Inc., we specialize in utilizing investment solutions known as portfolios within our segregated fund offerings. These portfolios are typically composed of around ten carefully selected funds, each working together to help achieve a projected rate of return that aligns with your financial goals.

Let us help you discover how segregated funds can provide both investment growth and valuable protection.