Investment plans

Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, I can help you create an investment portfolio that fits your needs.

  • Mutual funds: A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers.
  • Segregated fund policies: Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds. (Contact me to see how Segregated Funds can work for you)

Money