Segregated Fund Policies

Segregated Fund Policies

Segregated Funds offer unique benefits not accessible to regular investment accounts. With Segregated Funds, you get the same benefits as a Mutual Fund, such as diversification, competitive fees, and global investment opportunities, but you’ll also get access to guarantees on your deposits.

If you’re a business owner, high net worth individual interested in preserving intergenerational wealth, or simply someone who wants the security of a guarantee, then Segregated Funds may be right for you.

Segregated Funds are a pool of investments available through an insurance company and managed by a professional portfolio manager. Segregated Fund policies offer both maturity and death benefit guarantees. Let an Aspire Advisor help you combine the unique wealth protection offered by an insurance contract and the growth potential offered by a broad range of investment funds.