Segregated funds combine the investment advantages of mutual funds - potential for growth, outstanding money management, diversification, choice and flexibility - and the security of insurance. In addition to investment guarantees, segregated funds offer other powerful benefits such as potential creditor protection and the ability to bypass probate fees.
The policies for SunWise segregated funds are issued by - Sun Life Assurance Company of Canada. Our wide selection of segregated funds covers all asset classes and investment styles.
Canadian Balanced, Industry-Specific Equities, Regional Equity, Canadian Equity, Global Equity, American Equity, Diversified Income, Global Balanced, Fixed Income
SunWise Essential Series 2, SunWise Funds, CI GIFs, SunWise Essential Series, Clarica Portfolio, CI Legacy Segregated Funds, SunWise Elite, Clarica MVP, CI Segregated Funds
Whether it's your investments, your retirement income or the value of your estate, SunWise Essential Series 2 can securely guide you and your spouse through your saving and wealth accumulation years into your retirement years, with confidence.
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Contact Us and a licensed life agent serving Bramalea will take time to ensure you clearly understand all your options.
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We are here to help, even if it is as simple as finding the right phone number for that policy you bought when you got married.
Policy Loan: A loan made by a life insurance company to a policyholder on the security of the cash value of a policy.
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