FINBIZ INVESTMENTS INC.
10220 DERRY RD UNIT# 204, MILTON, ON L9T 7J3
CONTACT: 647-781-1238  |  finbizinvestments@gmail.com |‚Äč finbizinvestments.com

Segregated Fund Investments


A segregated fund combines the performance potential of a mutual fund with the security of an insurance product. Like a mutual fund, a segregated fund is a collection of stocks, bonds and other investments that provide you with an opportunity to "grow" your investment capital. However, a mutual fund is a security, while a segregated fund is an insurance product. Please contact us for more information.

Why Segregated Funds? .. Because:

  • They have a maturity guarantee and death benefits
  • They are creditor protected (in most cases)
  • Executor fees of an estate do not apply to segregated funds
  • They are not subject to probate fees
  • Since they do not form part of the estate they are not subject to legal fees on the wrapping up of an estate
  • They have direct beneficiaries meaning the proceeds are in the hands of the heirs directly