Our Partnership with Nest Wealth
We have partnered with Nest Wealth for portfolio management.
As you may have already noticed, Nest Wealth has received considerable attention over the past several years as a result of its innovative wealth technology. With a focus on long term goals without the high fees, large minimums, or a lack of transparency, we are confident Nest Wealth can help you save more for your future
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Segregated Funds
Segregated Funds are investments offered through a Life Insurance Company.
Unlike other investments, benefits paid from a segregated fund contract can bypass your estate upon death. Proceeds can be paid directly to your beneficiaries without being subject to the estate administration/probate process and associated taxes or fees.
This allows you to leave a legacy to your heirs quickly, privately and cost-effectively
Guaranteed Interest Account (GIA)
A Guaranteed Interest Account (GIA) is similar to a GIC which guards against market volatility by providing security of principle with a guaranteed rate of return.
GIA’s are an ideal account for creating an emergency fund, saving for a specific purchase, or as a way of diversifying your portfolio.
Payout Annuities
A Payout Annuity is a lump sum investment that provides a guaranteed periodic income. Some of the key benefits are:
- Guaranteed income for life or a specific period of time.
- Flexibility with payment frequency, length of the guarantee, and type of payout annuity.
- No need to worry about market fluctuations or changes in interest rates.
- Creditor protection: a named beneficiary may protect income payments from creditors.
- Preferred tax treatment – enjoy tax-sheltered advantages.
- Avoids probate: a named beneficiary bypasses your will and provides privacy.
- Assuris guarantee. The companies we use are members of Assuris, the organization that provides protection to Canadian policyholders.