Segregated Funds PDF  | Print |  Email

Segregated Funds are similar to Mutual Funds, however they have many unique benefits.  From a wide range of companies, clients can open RRSPs, RRIFs, TFSAs and savings accounts.

Benefits of Segregated Funds:

  • Beneficiary designation
  • Bypass probate
  • Potential creditor protection
  • 10 year maturity guarantee

Please contact Lisa for Investment Options.

 

Office Hours:

Open 9am - 5pm
Monday to Friday (close holidays)

#204 - 3295 Lakeshore Road
Kelowna, BC
V1W 3S9

Phone:    250.861.5166
Toll Free: 1.800.720.5166

All content is copyright Points West Insurance Services 2012 EO & E