Keyword: Segregated funds

179 results found

Innovation fund invests in companies profiting from technological change

  • October 29, 2018 October 17, 2019
  • 10:45

Details from the tax folio on advantages

The insurer is also introducing preferred pricing for clients with $500,000 in household assets invested in eligible Empire Life GIF products

  • By: Leah Golob
  • May 28, 2018 October 17, 2019
  • 16:10

Segregated funds and annuities are two products that can help Canadians reach their goals

  • By: Leah Golob
  • May 15, 2018 October 31, 2019
  • 10:25

Enhancements help advisors efficiently manage preferential pricing among extended family members

  • By: Leah Golob
  • May 14, 2018 October 17, 2019
  • 15:20
Table

Some firms with smaller seg fund families - especially RBC, Sun Life and Co-operators - outperformed in 2017

New disclosure for seg funds to be aligned with mutual funds’ rules?

The insurance industry is taking a page from the mutual fund industry, leveraging technology to address mounting disclosure regulations

The proposals would bring seg fund disclosure more closely in line with the information clients receive about mutual funds, but with some key differences

The new additions include four new global funds and a family of five global index portfolios