Protect Your Investment Account On Market Downside
What Is Investment Account Protection?
Investment Account Protection is a Hybrid Investment which combines simplicity, protection and growth. The Hybrid Investment Account is similar to mutual funds with the same fees, but with the benefit of segregated fund.
It provides access to the largest and most liquid companies on the market for the accumulation phase. Unlike mutual funds, a hybrid investment account fund policy includes insurance guarantees that protect the amount invested on the distribution phase of life
Why Protect Your Investment Account On Market Downside?
We all know that the stock market or investment funds have fluctuation. At the same time, we want our investments to grow while giving us a peace of mind.
How We Work Together:
BOOK A DISCOVERY MEETING
Our initial virtual meeting is all about you and understanding what's most important to you. We talk about your goals, your financial strategies and why you want to protect your number one asset.
RISK & NEED ANALYSIS
We do an analysis of your risk tolerance and current financial needs.
GET RESULTS
We make recommendation that suits your desired outcomes(needs) and risk analysis.