Financial Services

Segregated Funds

Many Canadians lead busy lives attending school, working full time, and manage a variety of other tasks and responsibilities. We have several things to worry about including our finances and building our wealth.

Segregated Funds

Industry Insight

It’s important to think ahead and protect your money when investing in the event of the unexpected. Reach out to our brokers to discuss whether segregated funds are right for you and how you can protect what you invest long term.

Plan for the Future

When investing in your future, the market can be unpredictable. It’s important to think ahead and protect your money when investing in the event of the unexpected.

Manage Your Risk

A segregated fund is an investment option similar to a mutual fund that is managed by insurance companies. With this investment option there are lower risks involved.

Think Long Term

A return is never guaranteed, but segregated funds may be the right investment option for you to protect what you invest in the long term.

Talk to one of our expert brokers about the best options for you.

Combine your Personal, Commercial & Financial Services products

Whether you’re looking for insurance or financial services, The Shepherd Group’s trusted brokers and financial service specialists are here to protect your future today, with a comprehensive and coordinated approach to insurance for your personal, business, and financial service needs.