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.

Ready to speak with an adviser, get a quote or simply need someone to answer a question?

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

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Insurance Glossary

Face Amount: The amount stated on the face of the policy that will be paid on the death of the life insured or at the maturity of the policy. It does not include additional amounts payable under accidental death or other special provisions, or acquired through the application of policyholder dividends. Also called the "sum insured".

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