McKinnon Wealth Management Investment Funds

For more questions or Inquiries about our Investment Funds Services you can call us at +1(403) 870-6059 or send us an E-mail ([email protected]) (we reply within 24 hours)

MUTUAL FUNDS MUTUAL FUNDS

The general term can be used to refer to any corporation or trust that is engaged in pooling the savings of individual investors and managing it for their mutual benefit. Investmentl funds provide investors with even very modest amounts of savings with the opportunity to invest in stocks and bonds, with the advantages or professional portfolio management, diversification and low minimum investment requirements. They make it easy for investors to purchase shares and offer liquidity should an investor decide to redeem a portion or all of those shares.

SEGREGATED FUNDS SEGREGATED FUNDS

Segregated funds are the insurance industry's version of investment funds. They’re called segregated funds because the assets are kept separate from the company’s other assets. With segregated funds you get the best of both worlds – the possibility of higher returns also with guarantees on your contributions:

  • Protection from creditors in most circumstances, with a preferred beneficiary.
  • A maturity guarantee – you will receive the greater of the current market value for the units in your fund or 100% or 75% of prinicipal upon maturity of your contributions less any fees or withdrawals made earlier.
  • In the event of your death, your named beneficiary will receive the greater of the current market value of the investment or 100% or your contributions less any fees or previous withdrawals made since issue.
  • Creditor protection is available with these plans .
  • Your named beneficiary will receive the proceeds right away with no probate fees.
  • Spousal rollover is not available at death of annuitant for non-registered contracts.

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