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Viewpoints about Segregated funds
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Considering Insurance Trusts¹ and the annuity settlement option
Passing on savings to the next generation? Your goals and possible scenarios will determine whether an annuity settlement option or a trust is the best option.
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Seeking shelter in stormy seas
Learn how Segregated fund contracts can offer a safe harbour for Canadians worried about volatile markets.
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Protecting your nest egg after you’re gone — Annuity Settlement Option
Spacing out an inheritance: The Annuity Settlement Option
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Alter ego trusts: an answer to enhance creditor protection (Quebec edition)
Alter ego trusts may provide creditor protection and offer efficiency in the case of incapacity.
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RRSP segregated fund contracts — naming a successor annuitant or Joint Life
Naming a spouse as a beneficiary of your RRSP can be a simple and cost-effective way to pass on your RRSP at death. With an RRSP segregated fund contract, these benefits can be enhanced by naming your spouse as a successor annuitant or Joint Life on the contract. Using one of these designations, you can keep the current estate planning benefits already available with a beneficiary designation while adding more flexibility and choice for your spouse after your death.
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Creditor protection — Top 10 tips for business owners
Business owners may be unaware of risk to personal assets from creditor claims. That's why it's critical to regularly review their creditor protection strategy.
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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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