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Understanding Segregated Funds with Mark McGrath

Understanding Segregated Funds with Mark McGrath

Update: 2024-04-17

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This week I'm joined by Mark McGrath as we dig into segregated funds. These investment vehicles blend mutual funds with insurance and offer unique guarantees but….. the benefits to investors are less clear.

We delve into fees, performance, guarantees and other pros and cons.

We also examine the human side, critiquing sales practices and exploring seg funds in estate planning.

Whether you're a seasoned investor or just starting out, this episode provides essential guidance for informed decision-making in the Canadian investment landscape.

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Understanding Segregated Funds with Mark McGrath

Understanding Segregated Funds with Mark McGrath

Evan Neufeld, CFP®