the advantages of segregated funds
What are segregated funds?
A segregated fund is an insurance product exclusively distributed by insurance companies. It is similar to a mutual fund, but provides, among other features, protection against market downturns, by guaranteeing 75% or 100% of the invested amount at maturity or death. This guarantee, which is not available for mutual funds, represents a major advantage as it limits the risk of loss. Segregated funds in the IAG Savings and Retirement Plan also offer several additional advantages that are not available for mutual funds.
your investor profile
How you decide to allocate your assets is the very heart of your financial strategy.
It is therefore important that you take the time to determine what type of investor you are before deciding how best to allocate your assets. Before creating an application, we complete Your Investor Profile. This document will help you evaluate many elements to consider when investing, such as your investment goals, investment horizon, your tolerance to risk and your knowledge of investments. The answers you provide will allow you to determine the investor profile (Prudent, Moderate, Balanced, Growth or Aggressive) that best meets your goals and most accurately reflects your attitude toward risk.
