Individuals, Families, Businesses and Corporations

Annuities, RRSP, RESP, Group RRSP, TFSA and more.

Advantages of Investing Through an Insurance Company

  • Guarantees: when you buy a segregated fund through an insurance company there are  guarantees of your capital investment
  • Probate Protection: upon death an estate goes through probate. However, funds held with insurance companies pass outside of the estate and go directly to the named beneficiary (ies).  And within 30 days of receiving required documentation. 
  • Creditor Protection: Provincial laws provide that where a spouse, child, grandchild or parent is named as the beneficiary on an insurance company product the money is exempt from seizure by creditors.


Take advantage of federal programs to help fund your child's education.