fbpx

Wealth management

Home Services Wealth management

Segregated funds could help diversify your savings and provide protection.

Segregated funds can offer you and your beneficiaries protection through maturity and death benefit guarantees. These guarantees ensure your original investment is guaranteed – either 75% or up to 100% of your original value through a “top up” at the time of your death or maturity date. (Keep in mind, however, that withdrawals decrease your guarantees proportionately.)

How will this help me?

Unexpected medical expenses, such as prescription drug costs, can have a significant impact on your finances if they’re not covered by your provincial healthcare plan. With our plans – including Sonata Health and PlanDirect – you’ll be covered. And, unlike many other individual health insurance plans, there’s no overall lifetime drug plan maximums. The coverage provided through our individual products is similar to what’s offered under a group benefits plan.

call us to get a free quote

281.502.4600