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Segregated Funds combine the growth potential of mutual funds with the security of insurance.
Investing in a segregated fund means that you are buying an insurance contract. The money from each
contract is then invested in an underlying mutual fund.
Segregated funds come with guarantees designed to protect your money from market volatility depending
on the level of protection you choose. Like mutual funds, you can buy and sell segregated funds at
anytime. However, if you sell prior to the maturity date, you will receive the market value, which may
be less than your original investment.
Your Credential® Financial Strategies Representative
can help you decide whether segregated funds are right for you.
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| Credential® Financial Strategies
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Stewart Duckworth H BA. CFP EPC
519-742-9998
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Jo-Ann Spicer CFP FMA EPC
519-742-9998
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Credential Financial Strategies is a member company under Credential Financial Inc., offering financial
planning, life insurance and investments to members of credit unions and their communities.
®Credential is a registered mark owned by Credential Financial
Inc. and is used under licence.
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