Segregated Funds

Segregated funds combine the investment advantages of mutual funds - potential for growth, outstanding money management, diversification, choice and flexibility - and the security of insurance. In addition to investment guarantees, segregated funds offer other powerful benefits such as potential creditor protection and the ability to bypass probate fees.

The policies for SunWise segregated funds are issued by - Sun Life Assurance Company of Canada. Our wide selection of segregated funds covers all asset classes and investment styles.

Asset Classes

Canadian Balanced, Industry-Specific Equities, Regional Equity, Canadian Equity, Global Equity, American Equity, Diversified Income, Global Balanced, Fixed Income

Fund Family

SunWise Essential Series 2, SunWise Funds, CI GIFs, SunWise Essential Series, Clarica Portfolio, CI Legacy Segregated Funds, SunWise Elite, Clarica MVP, CI Segregated Funds

Whether it's your investments, your retirement income or the value of your estate, SunWise Essential Series 2 can securely guide you and your spouse through your saving and wealth accumulation years into your retirement years, with confidence.

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Contact Us and a licensed life agent serving Bradford West Gwillimbury will take time to ensure you clearly understand all your options.

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We are here to help, even if it is as simple as finding the right phone number for that policy you bought when you got married.

Insurance Glossary

Non-Forfeiture Options: The choices available in a life insurance policy to a policyholder if he or she discontinues premium payments on a policy that has accumulated a cash value. The choices are usually to take the cash value in cash, to apply the cash value to purchase "reduced paid-up insurance" or "extended term insurance", or to use the cash value as security for a loan against the policy to pay the premium or premiums due ("automatic premium loan").

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