Investment Products

With so many investment options available, it’s very confusing to understand which to choose. The reason that you may want to know about investment options is when you have money that you want to see grow, as safe and securely as possible. I can help you figure out which products are the right fit for you, based on your risk tolerance.

 
 

segregated funds

Essentially, these are mutual funds (investment funds which hold within them a basket of many different companies shares) with built in benefits which are unique to an insurance investment platform.

income for life

These products, currently sponsored by a few insurance carriers, offers people the upside of a segregated fund platform.

annuities

These are guaranteed income products which enable the purchaser to have a guaranteed monthly or annual income stream for life.