Investment Management
Growing, protecting, and preserving your wealth
1
Segregated fund investments
A segregated fund or “seg fund” is similar to a mutual fund but are sold by life insurance companies. Like a mutual fund, a seg fund is a collection of stocks, bonds and other investments that are owned by many investors and managed by a professional investment company on behalf of many investors. Seg funds have numerous estate and tax planning benefits that can be unlocked.
2
Portfolio Management
At Vantage Financial Group, we work with our clients in identifying financial services options which are based on everyone’s specific needs. When it comes to investment and portfolio management solutions, we have established referral arrangements with the investment firms below, whereby we introduce our clients to the benefits of having a full discretionary managed account.
KAI Asset Management Inc.: For more information about KAI Asset Management Inc., please contact us or visit their website at kaiasset.com
Tate Financial Inc.: For more information about Tate Financial Inc., please contact us or visit their website at tatefinancial.ca.
