Investments
Earn, Grow, Prosper:
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Getting started with investments begins with setting clear financial goals and understanding your risk tolerance. Remember, patience and consistency are key when embarking on your investment journey.
Creditor Protected Investments
Purchase creditor-protected Segregated Mutual Funds
Creditor protection may also be available if the named beneficiary is a member of the family class or an irrevocable beneficiary. In provinces other than Quebec, a family class beneficiary would be any of the spouse,6 child, grandchild, or parent of the annuitant. In Quebec, a family class beneficiary would be any of the following: married or civil union spouse, or descendants or ascendants of the policyholder.
INVESTMENTs
starting at
$50 a month
Advantage for a Segregated Fund Investor
Creditor protection on non-registered investments is only available through an insurance company product, like a segregated fund contract with the same requirement as described earlier (i.e., that the appropriate beneficiary designation is made). In addition, the investments can’t be deposited into an insurance investment merely to avoid existing creditors. Creditor protection can be particularly attractive to business owners, officers, and directors of a corporation looking to protect personal assets from creditor claims related to their business.
