An opportunity to grow your wealth in the financial markets, while also offering insurance protection.
Insurance products and services are offered by Daniel Gregory Burke and Troy Bell.
Segregated fund policies give you the opportunity to grow your wealth in the financial markets, while also offering insurance protection.
Customizable guarantees help protect your investment and help preserve the money you’ve worked hard to save. Maturity and death benefit guarantees protect part or all of your investment; when you reach the policy maturity guarantee date or pass away, if your investment is worth less than its guaranteed value, the insurance protection will top-up the policy to your elected percentage – either 75% or up to 100% of your original value, proportionately reduced by any withdrawals. Each segregated fund is a professionally managed pool of money spread across a number of different investments, which helps both diversify your savings and protect them from untimely dips in the market. RRSP, TFSA and non-registered accounts are all available.
Death benefit and maturity guarantees of 75% to 100%.
Bypasses probate and keeps your investments private.