Category : Segregated Funds

The risk of outliving retirement savings, known as longevity risk, threatens the retirement portfolios of all Canadians and has increased in recent decades. People born...

Photo Credit: Getty Images (Jacob Wackerhausen). The largest transfer of generational wealth is happening before our eyes. By 2032, it’s projected that the total amount...

September 17, 2019 Geology students secure competitive grants to attend short-courses and the annual meeting   SAN ANTONIO, Texas – Two New Mexico Tech graduate students...

Through this agreement, Primerica Canada’s advisors will have access to Canada Life’s seg fund shelf, enabling them to offer investment solutions that provide both growth...

This article appears in the February 2023 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online....

(Runtime: 5:00. Read the audio transcript.) ** A diversified portfolio that blends passive and active strategies and stays aligned to clients’ long-term goals is one...

Budget 2017: New Rules Governing the Taxation of Segregated Funds March 2017 Tax Bulletin 5 minute read In Budget 2017, the federal Government announced its...

by Bracey Harris, The Hechinger Report January 24, 2020 Editor’s note: This story led off this week’s Mississippi Learning newsletter, which is delivered free to...

Upfront Compensation for Segregated Funds: Is a Total Ban on the Horizon? September 28, 2022 Financial Services and Insurance Bulletin 3 minute read On September...

The time to buy a segregated fund might – might – have been one month ago. Now? Forget it. Why buy a product that protects...