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Our Products : Wealth Building for Retirement : Investment Vehicles

Segregated Funds

Investment Funds

By putting money in investment funds, you are combining your savings with those of investors having similar investment objectives and benefiting from the skills of experienced managers. No matter what your financial horizon or your investor profile, we have the right investment fund for you.

Who Should Consider Investment Funds?

Features and Advantages of segregated funds

Funds Available

Who Should Consider Investment Funds?

All types of investors, from cautious to aggressive, primarily those having a medium- to long-term investment horizon.

Features and Advantages of segregated funds

Only insurance companies offer segregated funds. Our funds have numerous advantages that set them apart from mutual funds :

We offer a guarantee on your deposits, applicable at the maturity of the investment or at death. You can recover the entire amount you have invested.

You can protect the amounts generated by your investments in excess of the deposits made.

You can protect your savings against potential creditors*.

The estate value is protected at death (without probate fees).

We ensure the continuity of your contributions in the event of disability*.

*Certain conditions apply.

New! With our new series of Ecoflex investment funds—Focus funds—your portfolio is automatically rebalanced. Our managers modify the allocation of your funds, as needed, to ensure that it always meets your initial investment objectives, despite stock market fluctuations.

Funds Available

Ecoflex Investment Funds
Numerous investment funds for greater diversification.

Diploma Fund
The Diploma Fund is the ideal financial vehicle to finance a child’s post-secondary education.

My Education Fund
Access to the range of Ecoflex Investment Funds

Mutual Funds Offered by Our Investia Financial Services Inc. Subsidiary
Investia Financial Services Inc. is a mutual fund dealer that distributes a wide range of mutual funds through its representatives.

Ecoflex Investment Funds
Performance of Ecoflex Funds View Detail
Diploma Fund
Performance of Diploma Funds View Detail




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