Annuity plans are a sound way to turn a lump sum of money into steady cash flow because they have a steady return rate. These plans are completely customizable. We will help you determine a best-fit strategy that takes into account the unique factors that affect you both short and long term.
We understand that it is hard to part ways with any sum of money without a security policy. Segregated funds are an investment fund that offer a guarantee to protect a portion of the money you’ve invested. It’s like taking a leap, but knowing there’s a safety net. We will lead you through the ins and outs of investing in segregated funds.