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Mutual Fund Account, Segregated Fund Contract details
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Viewpoints about Segregated funds
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Taking capital gains or losses now to avoid estate and probate fees later
Triggering a capital gains tax bill to gain the wealth transfer benefits of segregated funds or insurance company GICs may increase an estate's final value.
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Segregated funds vs. mutual funds: how do they compare?
Segregated funds and mutual funds offer convenient ways to invest in a diversified portfolio. Here are key differences that may help you decide which is better for you.
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What is a segregated fund?
Segregated fund solutions are investments that let you participate in the markets, provide estate planning advantages, potential creditor protection and guarantees. Learn more
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The value of naming a beneficiary
Manulife segregated funds and GICs let owners name a beneficiary, and avoid probate, save substantially on fees, and maintain their confidentiality.
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Alter ego trusts: the answer to probate fees? (national edition)
Alter ego trusts boast creditor protection and probate fee savings. But so do segregated funds and insurance GICs, which are simpler and more affordable.
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Are your investments protected from creditors? (Quebec edition)
Investments are protected from creditors by federal and provincial laws. Whether it's no-strings-attached or limited varies by province and type of investment.
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Are your investments protected from creditors?
Investments are protected from creditors by federal and provincial laws. Whether it's no-strings-attached or limited varies by province and type of investment.
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Protect your legacy: Take advantage of Segregated Fund Contracts to empower your bequests (Quebec Edition)
Ensure your family inherits quickly and cost-effectively
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Protect your legacy: Take advantage of segregated fund contracts to empower your bequests (national edition)¹
Ensure your family inherits quickly and cost-effectively
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Ontario estate administration: Two small but important changes for 2020
The 2019 Ontario budget announced two small but important changes to estate administration that are effective January 1, 2020. Now, although these changes are welcome, they are small and likely do not have a material impact. With that in mind, advisors should be reviewing estate plans put in place for their clients.
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