Investment Services

Family House 150x150 Investment Services

Investments Now And For The Future

Investment services comes in many different forms.  Most people associate investing either in stocks, bonds and mutual funds.  But we are here to tell you that along with stocks, bonds and mutual funds there are:

Segregated Funds

Private Equity Investing

Most invest investment companies can only offer one or more but not all of these investment options.  We have the sources and the expertise to offer all these offerings to you.

The term “Mutual Fund” is often used to describe a wide variety of investment funds where the investment capital from a large number of investors is “pooled” together and invested in specific stocks, bonds, mortgages, etc. Since 1961 Canadian life insurance companies have been the source of “Segregated Funds”, the insurance companies’ version of Mutual Funds, with some similarities and many important differences.

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Private Equity

The source of funding of any project has great importance to the company. This is so as no business deal or venture is possible without finance. Private equity investments is a very important source of investment funds. These funds have assumed great importance and statistics prove that private sources finance new ventures at a huge rate, [...]

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Segregated Funds

There is a product where you may make an investment that has the opportunity for growth in the financial markets and comes with a guarantee backed up by a multi-billion dollar company that it won’t lose money. These investments do exist and are called a segregated fund.
Segregated funds are professionally managed portfolios much like mutual funds.  One major difference [...]

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