Segregated Funds/Mutual Funds

Mutual funds and segregated funds offer many inherent benefits, including professional money management, diversification, simplicity and choice. Segregated funds are regulated as insurance products rather than as securities.

This difference means that segregated funds have certain additional advantages including:

  • Potential creditor protection
  • No trustee fees
  • Estate bypass
  • Death and maturity guarantees

Dual Disclosure

Insurance products, including segregated fund policies are offered through Walton Financial Group Inc., and Investment Representative Bradley Walton offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Quadrus Investment Services Ltd. and design and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. Used with permission.