Mutual funds

Mutual funds allow you to pool your savings with other individuals in a portfolio of investments managed by professional money managers. Because of the large amount of money in the pool, mutual funds can diversify your portfolio more widely than you may be able to do when investing on your own.

Through Quadrus Investment Services Ltd., I have access to Canada Life Mutual Funds and Canada Life Pathways funds.

Segregated fund policies

Segregated fund policies pool money from many individuals that’s invested in a variety of investments by professional fund managers. What makes segregated fund policies unique is that they offer valuable protection features available only through insurance companies.

Segregated fund policies offer many benefits to help you reach your retirement and investment goals. These policies can provide potential growth and flexibility for your retirement income portfolio. Certain London Life segregated fund policies (excluding preferred series) can be part of the HelloLife retirement income program.

I can help you find the right combination of segregated funds to suit your risk tolerance, investment knowledge, investment time horizon and investment objectives.