STRATEGIES FINANCIAL HEALTH

Better prepare for retirement,
minimize income tax, optimize
portfolio performance; these
are legitimate and
accessible goals.

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Segregated Funds

Segregated funds are similar to regular investment funds but differ in that there is a total or partial guarantee at maturity. This gives investors downside protection from significant losses. Another specific characteristic of these funds is the ability to name a beneficiary which accelerates settlement in case of death.

Segregated funds are mainly provided through insurance companies.

Impact Financial Strategy distributes products from the most respected companies in the industry: