Starting with One: Ep4 – Mutual vs. Segregated Funds with Scott Edgington



What is the difference between a Mutual Fund and a Segregated Fund? Al and Robin speak with industry expert Scott Edgington, Regional Wealth Manager at Qualified Financial Services, about their unique features and discuss why a segregated fund might be particularly beneficial for business owners.

(The opinions expressed in this commentary are solely those of Robin Bailey and Al McDonald as at the date of publication and do not necessarily reflect those of The Canada Life Assurance Company and its division, Freedom 55 Financial. The opinions expressed are subject to change without notice. This commentary is presented only as a general source of information and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax or legal advice. Prospective investors should review the offering documents relating to any investment carefully before making an investment decision and should ask their financial security advisor for advice based on their specific circumstances.

Mortgage referrals and insurance products, including segregated fund policies are offered through Life and Legacy Advisory Group, and Al McDonald offers mutual funds through Quadrus Investment Services Ltd.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.)


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