Private Segregated Pools

Starting with a minimum investment of $100,000, Private Segregated Pools provide access to equity, balanced and fixed income asset classes, as well as global opportunities. They offer broad investment choices to help meet financial goals for growth, wealth preservation or income and are designed for affluent investors with the highest expectations, including lower fees.
  • Access to high-conviction, active portfolio management
  • Comprehensive suite of segregated pools
  • Potential creditor protection
  • Ability to bypass the estate
  • Death Benefit Guarantee
  • Maturity Benefit Guarantee
Flexibility & convenience
  • Lower fees than traditional segregated funds
  • Tiered Management Fee Reimbursements and household contract-linking
  • Pre-Authorized Chequing (PAC) and Scheduled Withdrawal Payments (SWPs)
To find out more about the suitability of these professionally-managed pools, please Contact us and tell us about yourself.

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