Segregated funds invest in a variety of stocks and bonds. They’re different than mutual funds. They offer unique protection features that are only available through insurance companies. They’re a great way to save for your retirement and investment goals.
Mutual funds allow you to invest in a portfolio of assets that are managed by professionals. They let you diversify your portfolio more widely than you may be able to do when investing in individual stocks and bonds on your own, and together we can select a fund that gives you the right balance of risk and reward for your financial plan.
Managed solutions are a straightforward way to reduce the amount of time you spend on your investments. These are investment portfolios made up of a diverse mix of funds invested in equities, fixed income, cash and other assets. Professional portfolio managers steer the portfolio through shifting market conditions and help protect against extreme market swings.
Let me help you find ways to save, achieve your goals and make sure the money you’ve worked hard for is working for you. Over time, your investments can help contribute to the future you want for you and your family.
Peter Lee, MBA, CLU, CHS