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  • About
    • Meet The Team
    • Client Testimonials
  • Financial Planning
    • Monthly Budget Sheet
    • Insurance >
      • Life Insurance
      • Disability Insurance
      • Final Expense Insurance
      • Health Insurance >
        • Health Insurance Quote
        • Critical Illness Insurance Quote
        • Group Benefits Insurance Quote
      • Travel Insurance
      • Quotes
      • Insurance Carriers
  • Investments
  • Group Benefits
    • HSA
  • Resources
    • Blog
    • News and Updates
    • High River Parade of Garage Sales
  • Contact
    • Book an Appointment
    • Client Services >
      • Policy Review
      • Update Contact Info
      • Policy Changes

Investments

Segregated Funds contain a diversified group of investments and offers professional money management. 
Unique advantages to segregated funds are
  • Maturity guarantees. A segregated fund policy guarantees that the value of your investments at maturity will not be less than a specified percentage of the amount you invest.
  • Death benefit guarantees. Your beneficiary will receive the guaranteed amount or market value of your investments—whichever is higher.
  • The ability to bypass probate. Your beneficiaries get their payout faster, the privacy of your affairs is maintained and the cost of probate fees is avoided*.
  • Potential creditor protection for non-registered accounts. Your segregated fund assets may be protected from creditors in the event of a bankruptcy.**
  • Resets. The ability to lock in market gains on your investment.

Can be put into RRSP's, TFSA's, RESP's, FHSA's, RESP's , Non Registered Accounts, Guaranteed Investments, or Liras.
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Solomon Financial

(587) 897-2336
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