Segregated Funds

North Peace Financial Planning Services Ltd.


Segregated funds are offered exclusively through life insurance companies.  Like a mutual fund, a segregated fund is a basket of stocks, bonds and treasury bills.  However, segregated funds come with maturity guarantees and death benefits.  If you would like the market participation that comes with a mutual fund, but with less risk associated with the investment, a segregated fund may be the best choice for you.

Come in and talk to one of our Wealth Management Specialists today to find out how a segregated fund will fit into your investment plan.

North Peace Financial Planning Services Ltd. is a subsidiary of North Peace Savings and Credit Union offering financial planning, life insurance and investments.

 
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